Hel Ved Capital Management’s Visa V Stock Holding History

Hel Ved Capital Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,800	Closed	-$6.67M	–	109
2025 Q2	$6.67M	Buy	+18,800	New	+$6.55M	1.76%	17

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hel Ved Capital Management's V Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Visa (V) in Q4 2025, closing a stake of 14,815 shares — an estimated $5.06M sold.

Hel Ved Capital Management first reported a position in V in Q2 2025 and held it in 2 quarters. The position peaked at $5.26M in Q2 2025. 4,591 funds tracked by Wall St. Rank hold V as of Q4 2025.

Hel Ved Capital Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 14,815 Visa shares in Q4 2025, an estimated $5.06M.
Hel Ved Capital Management first reported a position in Visa in Q2 2025 and held it in 2 quarters.
Hel Ved Capital Management's Visa position peaked at $5.26M in Q2 2025.
4,591 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.