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Ridgewood Investments’s Visa V Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-182
Closed -$64.6K – 662
2025
Q2 		$64.6K Sell
182
-39
-18% -$13.6K 0.03% 296
2025
Q1 		$77.5K Buy
221
+38
+21% +$12.9K 0.04% 266
2024
Q4 		$57.8K Hold
183
– – 0.03% 287
2024
Q3 		$50.3K Sell
183
-1
-0.5% -$270 0.03% 313
2024
Q2 		$48.3K Buy
+184
New +$50.4K 0.02% 321
2023
Q3 		– Sell
-215
Closed -$51.2K – 737
2023
Q2 		$51.2K Buy
215
+60
+39% +$13.7K 0.03% 323
2023
Q1 		$35K Buy
+155
New +$34.5K 0.02% 395
2021
Q1 		– Sell
-1,256
Closed -$251K – 214
2020
Q4 		$251K Hold
1,256
– – 0.2% 136
2020
Q3 		$251K Buy
1,256
+20
+2% +$4K 0.2% 137
2020
Q2 		$239K Buy
+1,236
New +$226K 0.2% 138
2020
Q1 		– Sell
-1,236
Closed -$232K – 198
2019
Q4 		$232K Sell
1,236
-74
-6% -$13.3K 0.16% 155
2019
Q3 		$225K Buy
+1,310
New +$233K 0.18% 154

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ridgewood Investments's V Position: Q3 2025 in Review

Ridgewood Investments sold out of Visa (V) in Q3 2025, closing a stake of 182 shares — an estimated $64.6K sold.

Ridgewood Investments first reported a position in V in Q3 2019 and held it in 12 quarters. The position peaked at $251K in Q4 2020. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Ridgewood Investments reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 182 Visa shares in Q3 2025, an estimated $64.6K.
  • Ridgewood Investments first reported a position in Visa in Q3 2019 and held it in 12 quarters.
  • Ridgewood Investments's Visa position peaked at $251K in Q4 2020.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.