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Impact Asset Management’s Visa V Stock Holding History

Impact Asset 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
Q1 		$11.1M Buy
31,640
+1,350
+4% +$457K 4.34% 4
2024
Q4 		$9.57M Sell
30,290
-7,360
-20% -$2.21M 3.78% 5
2024
Q3 		$10.4M Buy
+37,650
New +$10.2M 3.98% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impact Asset Management's V Position: Q1 2025 in Review

Impact Asset Management increased its Visa (V) stake by 4.5% in Q1 2025, buying an estimated $457K and bringing the position to 31,640 shares worth $11.1M. The position accounts for 4.34% of the portfolio, ranked #4.

Impact Asset Management first reported a position in V in Q3 2024 and has held it in 3 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Impact Asset Management held 31,640 shares of Visa worth $11.1M as of Q1 2025.
  • Impact Asset Management bought 1,350 Visa shares in Q1 2025, an estimated $457K.
  • Visa made up 4.34% of Impact Asset Management's portfolio in Q1 2025, its #4 holding.
  • Impact Asset Management first reported a position in Visa in Q3 2024 and has held it in 3 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.