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Marshall & Sterling Wealth Advisors’s Visa V Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-78
Closed -$26.6K – 614
2025
Q3 		$26.6K Hold
78
– – 0.02% 244
2025
Q2 		$27.7K Buy
78
+1
+1% +$349 0.02% 230
2025
Q1 		$27K Buy
+77
New +$26.1K 0.02% 227

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's V Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Visa (V) in Q4 2025, closing a stake of 78 shares — an estimated $26.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $27.7K in Q2 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 78 Visa shares in Q4 2025, an estimated $26.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Visa in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Visa position peaked at $27.7K in Q2 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.