MSWM
V icon

Mowery & Schoenfeld Wealth Management’s Visa V Stock Holding History

Mowery & Schoenfeld 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 		$578K Sell
1,913
-668
-26% -$215K 0.88% 23
2025
Q4 		$905K Sell
2,581
-741
-22% -$252K 1.31% 15
2025
Q3 		$1.13M Sell
3,322
-27
-0.8% -$9.35K 1.95% 13
2025
Q2 		$1.19M Buy
3,349
+2
+0.1% +$697 1.81% 12
2025
Q1 		$1.17M Buy
3,347
+1,795
+116% +$607K 2.3% 8
2024
Q4 		$490K Buy
1,552
+117
+8% +$35.2K 0.95% 22
2024
Q3 		$395K Buy
1,435
+125
+10% +$33.8K 0.62% 26
2024
Q2 		$344K Buy
1,310
+130
+11% +$35.6K 0.49% 26
2024
Q1 		$329K Sell
1,180
-6
-0.5% -$1.66K 0.63% 22
2023
Q4 		$309K Buy
+1,186
New +$292K 0.62% 22

Other funds holding V

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BlackRock New York $5.72T 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