HWMG
V icon

Hurlow Wealth Management Group’s Visa V Stock Holding History

Hurlow Wealth Management Group’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
2026
Q1 		$292K Buy
966
+8
+0.8% +$2.57K 0.07% 98
2025
Q4 		$336K Sell
958
-1
-0.1% -$341 0.08% 84
2025
Q3 		$327K Hold
959
– – 0.08% 82
2025
Q2 		$340K Buy
959
+1
+0.1% +$349 0.1% 88
2025
Q1 		$336K Hold
958
– – 0.1% 83
2024
Q4 		$303K Sell
958
-34
-3% -$10.2K 0.09% 90
2024
Q3 		$273K Buy
992
+7
+0.7% +$1.89K 0.09% 99
2024
Q2 		$259K Sell
985
-1
-0.1% -$274 0.09% 96
2024
Q1 		$275K Sell
986
-54
-5% -$14.9K 0.1% 91
2023
Q4 		$271K Hold
1,040
– – 0.1% 91
2023
Q3 		$239K Buy
+1,040
New +$250K 0.1% 95

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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