Madrona Financial Services’s Visa V Stock Holding History

Madrona Financial Services’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
2026 Q1	$232K	Sell	766 -125	-14%	-$40.2K	0.05%	108
2025 Q4	$312K	Sell	891 -60	-6%	-$20.4K	0.07%	89
2025 Q3	$325K	Sell	951 -15	-2%	-$5.19K	0.07%	81
2025 Q2	$343K	Sell	966 -8	-0.8%	-$2.79K	0.08%	76
2025 Q1	$341K	Buy	974 +91	+10%	+$30.8K	0.09%	71
2024 Q4	$279K	Buy	883 +10	+1%	+$3.01K	0.08%	85
2024 Q3	$240K	Sell	873 -122	-12%	-$33K	0.07%	90
2024 Q2	$261K	Sell	995 -26	-3%	-$7.13K	0.08%	76
2024 Q1	$285K	Buy	+1,021	New	+$282K	0.1%	69

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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