MSWM
V icon

McGlone Suttner Wealth Management’s Visa V Stock Holding History

McGlone Suttner 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
2026
Q1 		$325K Buy
1,075
+1
+0.1% +$322 0.04% 152
2025
Q4 		$377K Sell
1,074
-221
-17% -$75.3K 0.05% 143
2025
Q3 		$442K Buy
1,295
+1
+0.1% +$346 0.06% 130
2025
Q2 		$460K Sell
1,294
-36
-3% -$12.5K 0.07% 123
2025
Q1 		$466K Buy
1,330
+437
+49% +$148K 0.08% 120
2024
Q4 		$282K Buy
+893
New +$269K 0.05% 142
2024
Q3 		– Sell
-818
Closed -$213K – 183
2024
Q2 		$213K Sell
818
-105
-11% -$28.8K 0.04% 152
2024
Q1 		$258K Buy
923
+105
+13% +$29K 0.05% 146
2023
Q4 		$213K Buy
+818
New +$202K 0.04% 152
2023
Q3 		– Sell
-871
Closed -$207K – 155
2023
Q2 		$207K Buy
+871
New +$199K 0.05% 143

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