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Kathleen S. Wright Associates’s Visa V Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$2.67M Hold
7,727
– – 0.99% 23
2025
Q2 		$2.74M Hold
7,727
– – 1.07% 23
2025
Q1 		$2.69M Sell
7,727
-90
-1% -$30.5K 1.11% 21
2024
Q4 		$2.47M Hold
7,817
– – 1.03% 24
2024
Q3 		$2.15M Sell
7,817
-178
-2% -$48.1K 0.89% 28
2024
Q2 		$2.12M Hold
7,995
– – 0.97% 26
2024
Q1 		$2.22M Buy
7,995
+278
+4% +$76.8K 1.04% 23
2023
Q4 		$2.03M Hold
7,717
– – 1.03% 24
2023
Q3 		$1.78M Buy
7,717
+3,589
+87% +$863K 1% 28
2023
Q2 		$980K Sell
4,128
-2,400
-37% -$549K 0.62% 41
2023
Q1 		$1.47M Sell
6,528
-629
-9% -$140K 0.97% 28
2022
Q4 		$1.49M Buy
7,157
+370
+5% +$74.6K 1.01% 27
2022
Q3 		$1.21M Buy
6,787
+1,823
+37% +$371K 0.98% 31
2022
Q2 		$977K Buy
4,964
+1
+0% +$207 0.82% 35
2022
Q1 		$1.1M Sell
4,963
-599
-11% -$130K 0.8% 35
2021
Q4 		$1.21M Buy
+5,562
New +$1.19M 0.89% 31

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
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

Kathleen S. Wright Associates's V Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Visa (V) position steady in Q3 2025 at 7,727 shares worth $2.67M. The position accounts for 0.99% of the portfolio, ranked #23.

Kathleen S. Wright Associates first reported a position in V in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.74M in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Kathleen S. Wright Associates held 7,727 shares of Visa worth $2.67M as of Q3 2025.
  • Kathleen S. Wright Associates left its Visa share count unchanged in Q3 2025.
  • Visa made up 0.99% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #23 holding.
  • Kathleen S. Wright Associates first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Visa position peaked at $2.74M in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.