MWA
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Moser Wealth Advisors’s Visa V Stock Holding History

Moser Wealth Advisors’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
Q2 		$902K Buy
2,540
+61
+2% +$21.3K 0.43% 46
2025
Q1 		$869K Buy
2,479
+54
+2% +$18.3K 0.46% 44
2024
Q4 		$766K Hold
2,425
– – 0.4% 46
2024
Q3 		$667K Sell
2,425
-25
-1% -$6.76K 0.35% 49
2024
Q2 		$643K Hold
2,450
– – 0.35% 47
2024
Q1 		$684K Sell
2,450
-50
-2% -$13.8K 0.38% 49
2023
Q4 		$651K Hold
2,500
– – 0.42% 45
2023
Q3 		$575K Buy
2,500
+60
+2% +$14.4K 0.4% 50
2023
Q2 		$579K Buy
+2,440
New +$558K 0.39% 50
2022
Q4 		$505K Hold
2,430
– – 0.38% 50
2022
Q3 		$432K Buy
2,430
+15
+0.6% +$3.05K 0.34% 54
2022
Q2 		$475K Hold
2,415
– – 0.35% 53
2022
Q1 		$536K Hold
2,415
– – 0.34% 54
2021
Q4 		$523K Hold
2,415
– – 0.32% 53
2021
Q3 		$538K Buy
2,415
+32
+1% +$7.5K 0.34% 53
2021
Q2 		$557K Hold
2,383
– – 0.36% 52
2021
Q1 		$505K Buy
2,383
+108
+5% +$22.7K 0.35% 51
2020
Q4 		$498K Buy
2,275
+250
+12% +$51.2K 0.37% 48
2020
Q3 		$405K Buy
2,025
+350
+21% +$69.9K 0.32% 49
2020
Q2 		$324K Hold
1,675
– – 0.31% 45
2020
Q1 		$270K Buy
1,675
+1,025
+158% +$193K 0.31% 45
2019
Q4 		$122K Buy
+650
New +$117K 0.12% 63

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

Moser Wealth Advisors's V Position: Q2 2025 in Review

Moser Wealth Advisors increased its Visa (V) stake by 2.5% in Q2 2025, buying an estimated $21.3K and bringing the position to 2,540 shares worth $902K. The position accounts for 0.43% of the portfolio, ranked #46.

Moser Wealth Advisors first reported a position in V in Q4 2019 and has held it in 22 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Moser Wealth Advisors held 2,540 shares of Visa worth $902K as of Q2 2025.
  • Moser Wealth Advisors bought 61 Visa shares in Q2 2025, an estimated $21.3K.
  • Visa made up 0.43% of Moser Wealth Advisors's portfolio in Q2 2025, its #46 holding.
  • Moser Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 22 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.