Paladin Advisory Group’s Visa V Stock Holding History

Paladin Advisory 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
2026 Q1	$233K	Hold	770	–	–	0.18%	71
2025 Q4	$270K	Hold	770	–	–	0.2%	67
2025 Q3	$263K	Sell	770 -1,057	-58%	-$366K	0.2%	60
2025 Q2	$649K	Hold	1,827	–	–	0.5%	40
2025 Q1	$640K	Hold	1,827	–	–	0.51%	42
2024 Q4	$577K	Hold	1,827	–	–	0.44%	45
2024 Q3	$502K	Hold	1,827	–	–	0.37%	50
2024 Q2	$481K	Hold	1,827	–	–	0.38%	51
2024 Q1	$508K	Hold	1,827	–	–	0.4%	47
2023 Q4	$476K	Hold	1,827	–	–	0.39%	49
2023 Q3	$420K	Hold	1,827	–	–	0.35%	54
2023 Q2	$434K	Hold	1,827	–	–	0.35%	56
2023 Q1	$412K	Buy	+1,827	New	+$407K	0.34%	57
2022 Q4	–	Hold	0	–	–	–	504
2022 Q3	–	Hold	0	–	–	–	516
2022 Q2	–	Sell	-1,827	Closed	-$378K	–	511
2022 Q1	$413K	Buy	+1,827	New	+$395K	0.34%	56
2021 Q4	–	Hold	0	–	–	–	508

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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