Laird Norton Wetherby Wealth Management’s Visa V Stock Holding History

Laird Norton Wetherby 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
2022 Q2	–	Sell	-1,700	Closed	-$377K	–	984
2022 Q1	$377K	Buy	1,700 +200	+13%	+$43.3K	0.02%	614
2021 Q4	$325K	Sell	1,500 -2,000	-57%	-$429K	0.02%	691
2021 Q3	$780K	Buy	3,500 +1,000	+40%	+$234K	0.05%	364
2021 Q2	$585K	Buy	+2,500	New	+$572K	0.04%	453
2021 Q1	–	Sell	-1,500	Closed	-$328K	–	902
2020 Q4	$328K	Buy	+1,500	New	+$307K	0.02%	629

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's V Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Visa (V) stake by 3% in Q3 2025, buying an estimated $566K and bringing the position to 56,616 shares worth $19.3M. The position accounts for 0.79% of the portfolio, ranked #18.

Laird Norton Wetherby Wealth Management first reported a position in V in Q2 2013 and has held it in 49 quarters since. The position peaked at $19.5M in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Laird Norton Wetherby Wealth Management held 56,616 shares of Visa worth $19.3M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 1,636 Visa shares in Q3 2025, an estimated $566K.
Visa made up 0.79% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #18 holding.
Laird Norton Wetherby Wealth Management first reported a position in Visa in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's Visa position peaked at $19.5M in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

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