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Peterson Wealth Advisors’s Visa V Stock Holding History

Peterson Wealth 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
-628
Closed -$223K – 101
2025
Q2 		$223K Buy
+628
New +$219K 0.04% 92
2024
Q3 		– Sell
-926
Closed -$243K – 84
2024
Q2 		$243K Buy
926
+13
+1% +$3.56K 0.05% 69
2024
Q1 		$255K Sell
913
-5
-0.5% -$1.38K 0.05% 64
2023
Q4 		$239K Buy
+918
New +$226K 0.06% 62

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

Peterson Wealth Advisors's V Position: Q3 2025 in Review

Peterson Wealth Advisors sold out of Visa (V) in Q3 2025, closing a stake of 628 shares — an estimated $223K sold.

Peterson Wealth Advisors first reported a position in V in Q4 2023 and held it in 4 quarters. The position peaked at $255K in Q1 2024. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Peterson Wealth Advisors reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Advisors sold 628 Visa shares in Q3 2025, an estimated $223K.
  • Peterson Wealth Advisors first reported a position in Visa in Q4 2023 and held it in 4 quarters.
  • Peterson Wealth Advisors's Visa position peaked at $255K in Q1 2024.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Peterson Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.