Kooman & Associates’s Visa V Stock Holding History

Kooman & 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 Q4	–	Sell	-603	Closed	-$206K	–	55
2025 Q3	$206K	Sell	603 -24	-4%	-$8.31K	0.06%	50
2025 Q2	$223K	Sell	627 -3	-0.5%	-$1.05K	0.08%	46
2025 Q1	$221K	Buy	+630	New	+$213K	0.08%	44

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kooman & Associates's V Position: Q4 2025 in Review

Kooman & Associates sold out of Visa (V) in Q4 2025, closing a stake of 603 shares — an estimated $206K sold.

Kooman & Associates first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

Kooman & Associates reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
Kooman & Associates sold 603 Visa shares in Q4 2025, an estimated $206K.
Kooman & Associates first reported a position in Visa in Q1 2025 and held it in 3 quarters.
Kooman & Associates's Visa position peaked at $223K in Q2 2025.
4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Kooman & Associates's 13F filing for Q4 2025, filed 23 Jan 2026.