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Hobbs Group Advisors’s Visa V Stock Holding History

Hobbs Group Advisors’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
Q1 		– Sell
-761
Closed -$241K – 158
2024
Q4 		$241K Hold
761
– – 0.09% 130
2024
Q3 		$209K Buy
761
+53
+7% +$14.3K 0.07% 137
2024
Q2 		$186K Buy
+708
New +$194K 0.07% 147
2023
Q4 		$184K Buy
+707
New +$174K 0.08% 125

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hobbs Group Advisors's V Position: Q1 2025 in Review

Hobbs Group Advisors sold out of Visa (V) in Q1 2025, closing a stake of 761 shares — an estimated $241K sold.

Hobbs Group Advisors first reported a position in V in Q4 2023 and held it in 4 quarters. The position peaked at $241K in Q4 2024. 4,289 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Hobbs Group Advisors reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Hobbs Group Advisors sold 761 Visa shares in Q1 2025, an estimated $241K.
  • Hobbs Group Advisors first reported a position in Visa in Q4 2023 and held it in 4 quarters.
  • Hobbs Group Advisors's Visa position peaked at $241K in Q4 2024.
  • 4,289 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Hobbs Group Advisors's 13F filing for Q1 2025, filed 14 May 2025.