RWPA
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Richard W. Paul & Associates’s Visa V Stock Holding History

Richard W. Paul & Associates’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 		$371K Sell
1,228
-22
-2% -$7.07K 0.12% 133
2025
Q4 		$439K Sell
1,250
-83
-6% -$28.3K 0.15% 122
2025
Q3 		$455K Sell
1,333
-216
-14% -$74.8K 0.16% 125
2025
Q2 		$550K Sell
1,549
-6
-0.4% -$2.09K 0.2% 108
2025
Q1 		$545K Sell
1,555
-69
-4% -$23.3K 0.21% 107
2024
Q4 		$513K Sell
1,624
-75
-4% -$22.6K 0.19% 119
2024
Q3 		$467K Sell
1,699
-62
-4% -$16.8K 0.17% 125
2024
Q2 		$462K Sell
1,761
-18
-1% -$4.93K 0.18% 125
2024
Q1 		$497K Sell
1,779
-63
-3% -$17.4K 0.2% 118
2023
Q4 		$480K Sell
1,842
-59
-3% -$14.5K 0.2% 116
2023
Q3 		$437K Sell
1,901
-145
-7% -$34.9K 0.2% 113
2023
Q2 		$486K Sell
2,046
-16
-0.8% -$3.66K 0.21% 111
2023
Q1 		$465K Buy
2,062
+39
+2% +$8.68K 0.21% 108
2022
Q4 		$420K Buy
+2,023
New +$408K 0.21% 108

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