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Obsidian Personal Planning Solutions’s Visa V Stock Holding History

Obsidian Personal Planning Solutions’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 		$621K Buy
1,823
+76
+4% +$26.3K 0.22% 43
2025
Q2 		$620K Buy
1,747
+5
+0.3% +$1.74K 0.25% 41
2025
Q1 		$602K Sell
1,742
-21
-1% -$7.11K 0.27% 38
2024
Q4 		$602K Buy
1,763
+12
+0.7% +$3.61K 0.29% 35
2024
Q3 		$507K Sell
1,751
-45
-3% -$12.2K 0.27% 39
2024
Q2 		$471K Sell
1,796
-241
-12% -$66.1K 0.29% 43
2024
Q1 		$547K Sell
2,037
-67
-3% -$18.5K 0.36% 33
2023
Q4 		$548K Buy
2,104
+325
+18% +$80.1K 0.42% 31
2023
Q3 		$409K Sell
1,779
-7
-0.4% -$1.68K 0.35% 38
2023
Q2 		$424K Buy
1,786
+854
+92% +$195K 0.52% 35
2023
Q1 		$210K Buy
+932
New +$207K 0.31% 51

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

Obsidian Personal Planning Solutions's V Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Visa (V) stake by 4.4% in Q3 2025, buying an estimated $26.3K and bringing the position to 1,823 shares worth $621K. The position accounts for 0.22% of the portfolio, ranked #43.

Obsidian Personal Planning Solutions first reported a position in V in Q1 2023 and has held it in 11 quarters since. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,823 shares of Visa worth $621K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 76 Visa shares in Q3 2025, an estimated $26.3K.
  • Visa made up 0.22% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #43 holding.
  • Obsidian Personal Planning Solutions first reported a position in Visa in Q1 2023 and has held it in 11 quarters since.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.