PWM
V icon

Prosperity Wealth Management’s Visa V Stock Holding History

Prosperity Wealth Management’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
Q4 		$250K Buy
713
+5
+0.7% +$1.7K 0.08% 208
2025
Q3 		$242K Sell
708
-8
-1% -$2.77K 0.08% 211
2025
Q2 		$254K Sell
716
-12
-2% -$4.18K 0.09% 197
2025
Q1 		$255K Hold
728
– – 0.12% 170
2024
Q4 		$230K Sell
728
-25
-3% -$7.52K 0.09% 180
2024
Q3 		$207K Sell
753
-452
-38% -$122K 0.08% 177
2024
Q2 		$316K Hold
1,205
– – 0.16% 122
2024
Q1 		$336K Buy
1,205
+330
+38% +$91.1K 0.16% 105
2023
Q4 		$228K Sell
875
-105
-11% -$25.9K 0.15% 116
2023
Q3 		$225K Hold
980
– – 0.15% 114
2023
Q2 		$233K Sell
980
-639
-39% -$146K 0.15% 112
2023
Q1 		$365K Buy
1,619
+233
+17% +$51.9K 0.29% 68
2022
Q4 		$288K Buy
+1,386
New +$280K 0.27% 77

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
Morgan Stanley
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
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

Prosperity Wealth Management's V Position: Q4 2025 in Review

Prosperity Wealth Management increased its Visa (V) stake by 0.71% in Q4 2025, buying an estimated $1.7K and bringing the position to 713 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #208.

Prosperity Wealth Management first reported a position in V in Q4 2022 and has held it in 13 quarters since. The position peaked at $365K in Q1 2023. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Prosperity Wealth Management held 713 shares of Visa worth $250K as of Q4 2025.
  • Prosperity Wealth Management bought 5 Visa shares in Q4 2025, an estimated $1.7K.
  • Visa made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #208 holding.
  • Prosperity Wealth Management first reported a position in Visa in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Visa position peaked at $365K in Q1 2023.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.