KLI
V icon

Kelman-Lazarov Inc’s Visa V Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-565
Closed -$201K – 137
2025
Q2 		$201K Buy
+565
New +$197K 0.03% 122
2024
Q2 		– Sell
-750
Closed -$209K – 108
2024
Q1 		$209K Buy
+750
New +$207K 0.04% 101
2020
Q2 		– Sell
-1,427
Closed -$230K – 80
2020
Q1 		$230K Sell
1,427
-1,225
-46% -$231K 0.12% 70
2019
Q4 		$498K Sell
2,652
-287
-10% -$51.7K 0.22% 52
2019
Q3 		$506K Sell
2,939
-324
-10% -$57.7K 0.25% 52
2019
Q2 		$566K Sell
3,263
-2,296
-41% -$376K 0.29% 52
2019
Q1 		$868K Sell
5,559
-3,183
-36% -$459K 0.46% 42
2018
Q4 		$1.15M Sell
8,742
-2,369
-21% -$327K 0.72% 32
2018
Q3 		$1.67M Sell
11,111
-1,586
-12% -$226K 0.98% 26
2018
Q2 		$1.68M Sell
12,697
-606
-5% -$78K 0.9% 32
2018
Q1 		$1.59M Sell
13,303
-439
-3% -$53.2K 0.86% 33
2017
Q4 		$1.57M Buy
13,742
+1,895
+16% +$209K 0.8% 35
2017
Q3 		$1.25M Buy
11,847
+8,497
+254% +$862K 0.66% 45
2017
Q2 		$314K Buy
+3,350
New +$311K 0.17% 95

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

Kelman-Lazarov Inc's V Position: Q3 2025 in Review

Kelman-Lazarov Inc sold out of Visa (V) in Q3 2025, closing a stake of 565 shares — an estimated $201K sold.

Kelman-Lazarov Inc first reported a position in V in Q2 2017 and held it in 14 quarters. The position peaked at $1.68M in Q2 2018. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Kelman-Lazarov Inc reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 565 Visa shares in Q3 2025, an estimated $201K.
  • Kelman-Lazarov Inc first reported a position in Visa in Q2 2017 and held it in 14 quarters.
  • Kelman-Lazarov Inc's Visa position peaked at $1.68M in Q2 2018.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2025, filed 12 Nov 2025.