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Redmont Wealth Advisors’s Visa V Stock Holding History

Redmont 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
Q4 		$94K Hold
268
– – 0.14% 67
2025
Q3 		$91.5K Hold
268
– – 0.13% 77
2025
Q2 		$95.2K Buy
268
+251
+1,476% +$87.5K 0.14% 76
2025
Q1 		$5.96K Buy
+17
New +$5.75K 0.01% 125
2024
Q4 		– Sell
-268
Closed -$73.7K – 297
2024
Q3 		$73.7K Hold
268
– – 0.11% 74
2024
Q2 		$70.3K Sell
268
-100
-27% -$27.4K 0.11% 76
2024
Q1 		$103K Buy
+368
New +$102K 0.14% 71

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Redmont Wealth Advisors's V Position: Q4 2025 in Review

Redmont Wealth Advisors held its Visa (V) position steady in Q4 2025 at 268 shares worth $94K. The position accounts for 0.14% of the portfolio, ranked #67.

Redmont Wealth Advisors first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $103K in Q1 2024. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Redmont Wealth Advisors held 268 shares of Visa worth $94K as of Q4 2025.
  • Redmont Wealth Advisors left its Visa share count unchanged in Q4 2025.
  • Visa made up 0.14% of Redmont Wealth Advisors's portfolio in Q4 2025, its #67 holding.
  • Redmont Wealth Advisors first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Visa position peaked at $103K in Q1 2024.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.