MWM
V icon

MorganRosel Wealth Management’s Visa V Stock Holding History

MorganRosel 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 		– Sell
-481
Closed -$171K – 336
2025
Q2 		$171K Sell
481
-23
-5% -$8.02K 0.05% 114
2025
Q1 		$177K Buy
+504
New +$171K 0.05% 107
2020
Q4 		– Sell
-3,658
Closed -$731K – 81
2020
Q3 		$731K Sell
3,658
-681
-16% -$136K 0.59% 34
2020
Q2 		$838K Sell
4,339
-321
-7% -$58.6K 0.78% 22
2020
Q1 		$751K Sell
4,660
-167
-3% -$31.5K 0.86% 20
2019
Q4 		$907K Sell
4,827
-233
-5% -$42K 0.69% 22
2019
Q3 		$870K Buy
5,060
+102
+2% +$18.2K 0.71% 23
2019
Q2 		$860K Sell
4,958
-148
-3% -$24.2K 0.71% 28
2019
Q1 		$798K Sell
5,106
-376
-7% -$54.2K 0.68% 33
2018
Q4 		$723K Buy
+5,482
New +$757K 0.75% 33

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

MorganRosel Wealth Management's V Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Visa (V) in Q3 2025, closing a stake of 481 shares — an estimated $171K sold.

MorganRosel Wealth Management first reported a position in V in Q4 2018 and held it in 10 quarters. The position peaked at $907K in Q4 2019. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 481 Visa shares in Q3 2025, an estimated $171K.
  • MorganRosel Wealth Management first reported a position in Visa in Q4 2018 and held it in 10 quarters.
  • MorganRosel Wealth Management's Visa position peaked at $907K in Q4 2019.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.