HWM
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Hobbs Wealth Management’s Visa V Stock Holding History

Hobbs Wealth 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
Q4 		– Sell
-1,111
Closed -$379K – 56
2025
Q3 		$379K Buy
1,111
+163
+17% +$56.4K 0.32% 34
2025
Q2 		$337K Sell
948
-4
-0.4% -$1.39K 0.32% 33
2025
Q1 		$334K Buy
952
+31
+3% +$10.5K 0.37% 29
2024
Q4 		$291K Buy
+921
New +$277K 0.33% 32

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hobbs Wealth Management's V Position: Q4 2025 in Review

Hobbs Wealth Management sold out of Visa (V) in Q4 2025, closing a stake of 1,111 shares — an estimated $379K sold.

Hobbs Wealth Management first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $379K in Q3 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Hobbs Wealth Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Hobbs Wealth Management sold 1,111 Visa shares in Q4 2025, an estimated $379K.
  • Hobbs Wealth Management first reported a position in Visa in Q4 2024 and held it in 4 quarters.
  • Hobbs Wealth Management's Visa position peaked at $379K in Q3 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.