RLIM
V icon

Red Lighthouse Investment Management’s Visa V Stock Holding History

Red Lighthouse Investment 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
2026
Q1 		$878K Buy
2,906
+718
+33% +$231K 0.3% 37
2025
Q4 		$767K Sell
2,188
-807
-27% -$275K 0.27% 34
2025
Q3 		$1.02M Buy
2,995
+4
+0.1% +$1.38K 0.36% 33
2025
Q2 		$1.06M Buy
2,991
+28
+0.9% +$9.76K 0.41% 28
2025
Q1 		$827K Sell
2,963
-2
-0.1% -$677 0.34% 33
2024
Q4 		$937K Buy
2,965
+1
+0% +$301 0.37% 31
2024
Q3 		$815K Hold
2,964
– – 0.32% 36
2024
Q2 		$778K Buy
2,964
+1
+0% +$274 0.33% 37
2024
Q1 		$827K Buy
2,963
+8
+0.3% +$2.21K 0.33% 34
2023
Q4 		$769K Buy
2,955
+14
+0.5% +$3.45K 0.32% 33
2023
Q3 		$676K Buy
2,941
+52
+2% +$12.5K 0.32% 33
2023
Q2 		$686K Hold
2,889
– – 0.31% 33
2023
Q1 		$651K Hold
2,889
– – 0.32% 31
2022
Q4 		$600K Buy
+2,889
New +$583K 0.3% 34

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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