Lionshead Wealth Management’s Visa V Stock Holding History

Lionshead 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 Q1	–	Sell	-856	Closed	-$271K	–	118
2024 Q4	$271K	Buy	+856	New	+$257K	0.2%	90

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lionshead Wealth Management's V Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Visa (V) in Q1 2025, closing a stake of 856 shares — an estimated $271K sold.

Lionshead Wealth Management first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

Lionshead Wealth Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Lionshead Wealth Management sold 856 Visa shares in Q1 2025, an estimated $271K.
Lionshead Wealth Management first reported a position in Visa in Q4 2024 and held it in 1 quarter.
Lionshead Wealth Management's Visa position peaked at $271K in Q4 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.