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Iron Horse Wealth Management’s Visa V Stock Holding History

Iron Horse 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
Q2 		$143K Buy
402
+115
+40% +$40.1K 0.04% 69
2025
Q1 		$101K Buy
287
+17
+6% +$5.75K 0.03% 74
2024
Q4 		$85.3K Hold
270
– – 0.03% 79
2024
Q3 		$74.2K Buy
270
+37
+16% +$10K 0.03% 88
2024
Q2 		$61.2K Buy
+233
New +$63.9K 0.02% 87

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Horse Wealth Management's V Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Visa (V) stake by 40% in Q2 2025, buying an estimated $40.1K and bringing the position to 402 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #69.

Iron Horse Wealth Management first reported a position in V in Q2 2024 and has held it in 5 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Iron Horse Wealth Management held 402 shares of Visa worth $143K as of Q2 2025.
  • Iron Horse Wealth Management bought 115 Visa shares in Q2 2025, an estimated $40.1K.
  • Visa made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #69 holding.
  • Iron Horse Wealth Management first reported a position in Visa in Q2 2024 and has held it in 5 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.