NSG
V icon

Nalls Sherbakoff Group’s Visa V Stock Holding History

Nalls Sherbakoff 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
Q4 		$49.8K Sell
142
-150
-51% -$51.1K 0.04% 202
2025
Q3 		$99.7K Hold
292
– – 0.07% 145
2025
Q2 		$104K Buy
292
+150
+106% +$52.3K 0.08% 140
2025
Q1 		$49.8K Buy
+142
New +$48K 0.04% 187
2023
Q4 		$37K Hold
142
– – 0.03% 190
2023
Q3 		$32.7K Buy
142
+120
+545% +$28.8K 0.03% 191
2023
Q2 		$4.86K Hold
22
– – ﹤0.01% 302
2023
Q1 		$4.89K Buy
+22
New +$4.9K ﹤0.01% 306

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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