Pursue Wealth Partners’s Visa V Stock Holding History

Pursue Wealth Partners’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	–	Sell	-753	Closed	-$257K	–	118
2025 Q3	$257K	Hold	753	–	–	0.14%	98
2025 Q2	$267K	Hold	753	–	–	0.15%	95
2025 Q1	$264K	Sell	753 -165	-18%	-$55.8K	0.16%	95
2024 Q4	$290K	Hold	918	–	–	0.17%	87
2024 Q3	$252K	Sell	918 -1,183	-56%	-$320K	0.14%	99
2024 Q2	$551K	Sell	2,101 -279	-12%	-$76.5K	0.3%	56
2024 Q1	$664K	Hold	2,380	–	–	0.39%	51
2023 Q4	$620K	Buy	2,380 +1,205	+103%	+$297K	0.4%	50
2023 Q3	$270K	Sell	1,175 -3,080	-72%	-$740K	0.19%	76
2023 Q2	$1.01M	Sell	4,255 -568	-12%	-$130K	0.63%	41
2023 Q1	$1.09M	Hold	4,823	–	–	0.74%	40
2022 Q4	$1M	Sell	4,823 -9	-0.2%	-$1.81K	0.77%	44
2022 Q3	$858K	Sell	4,832 -58	-1%	-$11.8K	0.62%	47
2022 Q2	$963K	Sell	4,890 -700	-13%	-$145K	0.61%	49
2022 Q1	$1.21M	Sell	5,590 -6,271	-53%	-$1.36M	0.5%	48
2021 Q4	$2.57M	Buy	+11,861	New	+$2.55M	0.99%	29

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pursue Wealth Partners's V Position: Q4 2025 in Review

Pursue Wealth Partners sold out of Visa (V) in Q4 2025, closing a stake of 753 shares — an estimated $257K sold.

Pursue Wealth Partners first reported a position in V in Q4 2021 and held it in 16 quarters. The position peaked at $2.57M in Q4 2021. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

Pursue Wealth Partners reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
Pursue Wealth Partners sold 753 Visa shares in Q4 2025, an estimated $257K.
Pursue Wealth Partners first reported a position in Visa in Q4 2021 and held it in 16 quarters.
Pursue Wealth Partners's Visa position peaked at $2.57M in Q4 2021.
4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.