One Degree Advisors’s Visa V Stock Holding History

One Degree 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 Q3	–	Sell	-720	Closed	-$255K	–	77
2025 Q2	$255K	Buy	+720	New	+$251K	0.09%	63

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Degree Advisors's V Position: Q3 2025 in Review

One Degree Advisors sold out of Visa (V) in Q3 2025, closing a stake of 720 shares — an estimated $255K sold.

One Degree Advisors first reported a position in V in Q2 2025 and held it in 1 quarter. The position peaked at $255K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

One Degree Advisors reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
One Degree Advisors sold 720 Visa shares in Q3 2025, an estimated $255K.
One Degree Advisors first reported a position in Visa in Q2 2025 and held it in 1 quarter.
One Degree Advisors's Visa position peaked at $255K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on One Degree Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.