MW
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Marcum Wealth’s Visa V Stock Holding History

Marcum Wealth’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 		$3.67M Buy
10,458
+92
+0.9% +$31.1K 0.32% 37
2024
Q4 		$3.28M Sell
10,366
-92
-0.9% -$27.7K 0.28% 42
2024
Q3 		$2.88M Buy
10,458
+356
+4% +$96.2K 0.27% 44
2024
Q2 		$2.65M Buy
10,102
+7
+0.1% +$1.92K 0.27% 43
2024
Q1 		$2.82M Sell
10,095
-659
-6% -$182K 0.29% 35
2023
Q4 		$2.8M Sell
10,754
-749
-7% -$185K 0.3% 31
2023
Q3 		$2.65M Buy
11,503
+2,413
+27% +$580K 0.32% 31
2023
Q2 		$2.16M Sell
9,090
-2,361
-21% -$540K 0.25% 38
2023
Q1 		$2.58M Buy
11,451
+1,993
+21% +$444K 0.32% 32
2022
Q4 		$1.97M Buy
9,458
+143
+2% +$28.8K 0.26% 43
2022
Q3 		$1.66M Buy
9,315
+259
+3% +$52.7K 0.25% 47
2022
Q2 		$1.78M Buy
9,056
+1,043
+13% +$216K 0.27% 42
2022
Q1 		$1.78M Buy
8,013
+590
+8% +$128K 0.25% 55
2021
Q4 		$1.61M Sell
7,423
-211
-3% -$45.3K 0.22% 63
2021
Q3 		$1.7M Buy
7,634
+888
+13% +$208K 0.27% 50
2021
Q2 		$1.58M Sell
6,746
-58
-0.9% -$13.3K 0.26% 46
2021
Q1 		$1.44M Buy
6,804
+5,352
+369% +$1.13M 0.24% 55
2020
Q4 		$318K Buy
1,452
+43
+3% +$8.8K 0.07% 103
2020
Q3 		$282K Sell
1,409
-237
-14% -$47.3K 0.09% 87
2020
Q2 		$318K Buy
1,646
+204
+14% +$37.3K 0.1% 83
2020
Q1 		$232K Buy
+1,442
New +$272K 0.09% 77

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's V Position: Q1 2025 in Review

Marcum Wealth increased its Visa (V) stake by 0.89% in Q1 2025, buying an estimated $31.1K and bringing the position to 10,458 shares worth $3.67M. The position accounts for 0.32% of the portfolio, ranked #37.

Marcum Wealth first reported a position in V in Q1 2020 and has held it in 21 quarters since. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Marcum Wealth held 10,458 shares of Visa worth $3.67M as of Q1 2025.
  • Marcum Wealth bought 92 Visa shares in Q1 2025, an estimated $31.1K.
  • Visa made up 0.32% of Marcum Wealth's portfolio in Q1 2025, its #37 holding.
  • Marcum Wealth first reported a position in Visa in Q1 2020 and has held it in 21 quarters since.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.