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Mid-American Wealth Advisory Group’s Visa V Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-173
Closed -$61.4K – 311
2025
Q2 		$61.4K Buy
+173
New +$60.3K 0.03% 67

Other funds holding V

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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

Mid-American Wealth Advisory Group's V Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Visa (V) in Q3 2025, closing a stake of 173 shares — an estimated $61.4K sold.

Mid-American Wealth Advisory Group first reported a position in V in Q2 2025 and held it in 1 quarter. The position peaked at $61.4K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 173 Visa shares in Q3 2025, an estimated $61.4K.
  • Mid-American Wealth Advisory Group first reported a position in Visa in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Visa position peaked at $61.4K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.