LWM
V icon

Laidlaw Wealth Management’s Visa V Stock Holding History

Laidlaw 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
Q3 		– Sell
-797
Closed -$283K – 68
2025
Q2 		$283K Buy
797
+54
+7% +$18.8K 0.82% 32
2025
Q1 		$260K Sell
743
-2,405
-76% -$814K 0.77% 35
2024
Q4 		$995K Sell
3,148
-317
-9% -$95.3K 0.43% 65
2024
Q3 		$953K Buy
3,465
+1,327
+62% +$359K 0.47% 66
2024
Q2 		$561K Sell
2,138
-287
-12% -$78.7K 0.31% 90
2024
Q1 		$677K Sell
2,425
-6,317
-72% -$1.74M 0.38% 77
2023
Q4 		$2.28M Sell
8,742
-2,825
-24% -$696K 0.83% 30
2023
Q3 		$2.66M Sell
11,567
-9,045
-44% -$2.17M 0.88% 26
2023
Q2 		$4.89M Sell
20,612
-611
-3% -$140K 0.96% 21
2023
Q1 		$4.78M Buy
21,223
+106
+0.5% +$23.6K 0.98% 16
2022
Q4 		$4.39M Buy
21,117
+4
+0% +$807 0.94% 18
2022
Q3 		$3.75M Buy
21,113
+163
+0.8% +$33.2K 0.88% 22
2022
Q2 		$4.13M Buy
20,950
+33
+0.2% +$6.82K 0.84% 24
2022
Q1 		$4.64M Sell
20,917
-285
-1% -$61.6K 0.77% 28
2021
Q4 		$4.59M Buy
21,202
+453
+2% +$97.2K 0.73% 27
2021
Q3 		$4.62M Buy
20,749
+1,866
+10% +$438K 1.19% 17
2021
Q2 		$4.42M Buy
18,883
+552
+3% +$126K 1.14% 20
2021
Q1 		$3.88M Sell
18,331
-4,220
-19% -$888K 1.33% 13
2020
Q4 		$4.93M Buy
22,551
+13,195
+141% +$2.7M 1.04% 11
2020
Q3 		$1.87M Sell
9,356
-40
-0.4% -$7.99K 0.83% 34
2020
Q2 		$1.81M Buy
9,396
+176
+2% +$32.2K 0.95% 26
2020
Q1 		$1.49M Buy
9,220
+363
+4% +$68.4K 0.97% 32
2019
Q4 		$1.66M Buy
+8,857
New +$1.6M 1.05% 26

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

Laidlaw Wealth Management's V Position: Q3 2025 in Review

Laidlaw Wealth Management sold out of Visa (V) in Q3 2025, closing a stake of 797 shares — an estimated $283K sold.

Laidlaw Wealth Management first reported a position in V in Q4 2019 and held it in 23 quarters. The position peaked at $4.93M in Q4 2020. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Laidlaw Wealth Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 797 Visa shares in Q3 2025, an estimated $283K.
  • Laidlaw Wealth Management first reported a position in Visa in Q4 2019 and held it in 23 quarters.
  • Laidlaw Wealth Management's Visa position peaked at $4.93M in Q4 2020.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Laidlaw Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.