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Masso Torrence Wealth Management’s Visa V Stock Holding History

Masso Torrence 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
Q3 		$1.4M Buy
4,090
+331
+9% +$115K 0.58% 35
2025
Q2 		$1.33M Buy
3,759
+113
+3% +$39.4K 0.62% 34
2025
Q1 		$1.28M Sell
3,646
-54
-1% -$18.3K 0.68% 30
2024
Q4 		$1.17M Buy
3,700
+80
+2% +$24.1K 0.61% 31
2024
Q3 		$995K Sell
3,620
-69
-2% -$18.7K 0.54% 36
2024
Q2 		$968K Buy
3,689
+98
+3% +$26.9K 0.54% 39
2024
Q1 		$1M Buy
3,591
+79
+2% +$21.8K 0.59% 38
2023
Q4 		$914K Buy
3,512
+261
+8% +$64.3K 0.62% 38
2023
Q3 		$748K Buy
3,251
+152
+5% +$36.5K 0.57% 40
2023
Q2 		$736K Buy
3,099
+48
+2% +$11K 0.53% 42
2023
Q1 		$688K Sell
3,051
-6
-0.2% -$1.33K 0.54% 46
2022
Q4 		$635K Sell
3,057
-24
-0.8% -$4.84K 0.51% 48
2022
Q3 		$547K Sell
3,081
-3
-0.1% -$610 0.48% 42
2022
Q2 		$607K Buy
3,084
+652
+27% +$135K 0.53% 38
2022
Q1 		$539K Buy
2,432
+54
+2% +$11.7K 0.43% 43
2021
Q4 		$515K Buy
+2,378
New +$510K 0.36% 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

Masso Torrence Wealth Management's V Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Visa (V) stake by 8.8% in Q3 2025, buying an estimated $115K and bringing the position to 4,090 shares worth $1.4M. The position accounts for 0.58% of the portfolio, ranked #35.

Masso Torrence Wealth Management first reported a position in V in Q4 2021 and has held it in 16 quarters since. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Masso Torrence Wealth Management held 4,090 shares of Visa worth $1.4M as of Q3 2025.
  • Masso Torrence Wealth Management bought 331 Visa shares in Q3 2025, an estimated $115K.
  • Visa made up 0.58% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #35 holding.
  • Masso Torrence Wealth Management first reported a position in Visa in Q4 2021 and has held it in 16 quarters since.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.