RRCM
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Rappaport Reiches Capital Management’s Visa V Stock Holding History

Rappaport Reiches Capital 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
Q1 		$461K Buy
1,315
+526
+67% +$178K 0.12% 65
2024
Q4 		$249K Buy
789
+10
+1% +$3.01K 0.06% 88
2024
Q3 		$214K Buy
779
+7
+0.9% +$1.89K 0.06% 107
2024
Q2 		$203K Buy
772
+32
+4% +$8.77K 0.06% 97
2024
Q1 		$207K Buy
+740
New +$204K 0.06% 97

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rappaport Reiches Capital Management's V Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Visa (V) stake by 67% in Q1 2025, buying an estimated $178K and bringing the position to 1,315 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #65.

Rappaport Reiches Capital Management first reported a position in V in Q1 2024 and has held it in 5 quarters since. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,315 shares of Visa worth $461K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 526 Visa shares in Q1 2025, an estimated $178K.
  • Visa made up 0.12% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #65 holding.
  • Rappaport Reiches Capital Management first reported a position in Visa in Q1 2024 and has held it in 5 quarters since.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.