MLA
V icon

MB, Levis & Associates’s Visa V Stock Holding History

MB, Levis & Associates’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 		$147K Sell
485
-15
-3% -$4.82K 0.06% 65
2025
Q4 		$176K Hold
500
– – 0.07% 60
2025
Q3 		$171K Sell
500
-200
-29% -$69.2K 0.07% 59
2025
Q2 		$249K Hold
700
– – 0.11% 61
2025
Q1 		$245K Hold
700
– – 0.11% 63
2024
Q4 		$221K Hold
700
– – 0.11% 63
2024
Q3 		$193K Hold
700
– – 0.1% 66
2024
Q2 		$184K Hold
700
– – 0.1% 64
2024
Q1 		$195K Hold
700
– – 0.11% 63
2023
Q4 		$182K Hold
700
– – 0.1% 58
2023
Q3 		$161K Hold
700
– – 0.1% 66
2023
Q2 		$166K Hold
700
– – 0.11% 65
2023
Q1 		$158K Hold
700
– – 0.11% 63
2022
Q4 		$145K Buy
+700
New +$141K 0.11% 59

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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