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Nottingham Advisors’s Visa V Stock Holding History

Nottingham 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
Q1 		– Sell
-926
Closed -$293K – 138
2024
Q4 		$293K Hold
926
– – 0.04% 109
2024
Q3 		$255K Sell
926
-1,600
-63% -$433K 0.03% 132
2024
Q2 		$663K Buy
2,526
+1,600
+173% +$439K 0.08% 82
2024
Q1 		$259K Sell
926
-3
-0.3% -$828 0.03% 122
2023
Q4 		$242K Buy
929
+3
+0.3% +$739 0.03% 122
2023
Q3 		$213K Sell
926
-400
-30% -$96.1K 0.03% 118
2023
Q2 		$315K Hold
1,326
– – 0.04% 104
2023
Q1 		$299K Sell
1,326
-13
-1% -$2.89K 0.04% 115
2022
Q4 		$278K Buy
1,339
+13
+1% +$2.62K 0.04% 115
2022
Q3 		$236K Buy
1,326
+56
+4% +$11.4K 0.03% 116
2022
Q2 		$250K Sell
1,270
-294
-19% -$60.8K 0.03% 112
2022
Q1 		$347K Hold
1,564
– – 0.04% 103
2021
Q4 		$339K Buy
1,564
+208
+15% +$44.7K 0.04% 110
2021
Q3 		$302K Hold
1,356
– – 0.03% 113
2021
Q2 		$317K Hold
1,356
– – 0.04% 113
2021
Q1 		$287K Buy
1,356
+4
+0.3% +$842 0.03% 121
2020
Q4 		$296K Hold
1,352
– – 0.04% 113
2020
Q3 		$270K Buy
+1,352
New +$270K 0.03% 111

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nottingham Advisors's V Position: Q1 2025 in Review

Nottingham Advisors sold out of Visa (V) in Q1 2025, closing a stake of 926 shares — an estimated $293K sold.

Nottingham Advisors first reported a position in V in Q3 2020 and held it in 18 quarters. The position peaked at $663K in Q2 2024. 4,288 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Nottingham Advisors reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Nottingham Advisors sold 926 Visa shares in Q1 2025, an estimated $293K.
  • Nottingham Advisors first reported a position in Visa in Q3 2020 and held it in 18 quarters.
  • Nottingham Advisors's Visa position peaked at $663K in Q2 2024.
  • 4,288 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Nottingham Advisors's 13F filing for Q1 2025, filed 7 May 2025.