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Lindenwold Advisors’s Visa V Stock Holding History

Lindenwold Advisors’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 		$3.43M Sell
10,053
-1
-0% -$346 1.62% 16
2025
Q2 		$3.57M Buy
10,054
+474
+5% +$165K 1.85% 14
2025
Q1 		$3.36M Buy
9,580
+4,354
+83% +$1.47M 1.87% 16
2024
Q4 		$1.65M Sell
5,226
-137
-3% -$41.2K 0.88% 36
2024
Q3 		$1.47M Buy
5,363
+25
+0.5% +$6.76K 0.74% 44
2024
Q2 		$1.4M Sell
5,338
-59
-1% -$16.2K 0.75% 41
2024
Q1 		$1.51M Sell
5,397
-177
-3% -$48.9K 0.81% 41
2023
Q4 		$1.45M Sell
5,574
-10
-0.2% -$2.46K 0.82% 42
2023
Q3 		$1.28M Buy
5,584
+32
+0.6% +$7.69K 0.8% 42
2023
Q2 		$1.32M Sell
5,552
-167
-3% -$38.2K 0.81% 42
2023
Q1 		$1.29M Buy
5,719
+199
+4% +$44.3K 0.8% 45
2022
Q4 		$1.15M Buy
+5,520
New +$1.11M 0.77% 49

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

Lindenwold Advisors's V Position: Q3 2025 in Review

Lindenwold Advisors reduced its Visa (V) stake by 0.01% in Q3 2025, selling an estimated $346 and leaving 10,053 shares worth $3.43M. The position accounts for 1.62% of the portfolio, ranked #16.

Lindenwold Advisors first reported a position in V in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.57M in Q2 2025. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Lindenwold Advisors held 10,053 shares of Visa worth $3.43M as of Q3 2025.
  • Lindenwold Advisors sold 1 Visa share in Q3 2025, an estimated $346.
  • Visa made up 1.62% of Lindenwold Advisors's portfolio in Q3 2025, its #16 holding.
  • Lindenwold Advisors first reported a position in Visa in Q4 2022 and has held it in 12 quarters since.
  • Lindenwold Advisors's Visa position peaked at $3.57M in Q2 2025.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.