Measured Risk Portfolios’s Visa V Stock Holding History

Measured Risk Portfolios’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	–	Sell	-150	Closed	-$47.4K	–	300
2024 Q4	$47.4K	Buy	+150	New	+$45.1K	0.05%	97

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Measured Risk Portfolios's V Position: Q1 2025 in Review

Measured Risk Portfolios sold out of Visa (V) in Q1 2025, closing a stake of 150 shares — an estimated $47.4K sold.

Measured Risk Portfolios first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $47.4K in Q4 2024. 4,281 funds tracked by Wall St. Rank hold V as of Q1 2025.

Measured Risk Portfolios reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Measured Risk Portfolios sold 150 Visa shares in Q1 2025, an estimated $47.4K.
Measured Risk Portfolios first reported a position in Visa in Q4 2024 and held it in 1 quarter.
Measured Risk Portfolios's Visa position peaked at $47.4K in Q4 2024.
4,281 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Measured Risk Portfolios's 13F filing for Q1 2025, filed 13 May 2025.