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Running Point Capital Advisors’s Visa V Stock Holding History

Running Point Capital 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 		$733K Sell
2,089
-44
-2% -$15K 0.2% 70
2025
Q3 		$728K Buy
2,133
+116
+6% +$40.1K 0.2% 68
2025
Q2 		$716K Sell
2,017
-7
-0.3% -$2.44K 0.2% 67
2025
Q1 		$709K Buy
2,024
+309
+18% +$105K 0.23% 64
2024
Q4 		$542K Buy
1,715
+268
+19% +$80.6K 0.19% 65
2024
Q3 		$398K Sell
1,447
-395
-21% -$107K 0.15% 68
2024
Q2 		$483K Sell
1,842
-25
-1% -$6.85K 0.2% 62
2024
Q1 		$521K Sell
1,867
-604
-24% -$167K 0.23% 58
2023
Q4 		$643K Sell
2,471
-8
-0.3% -$1.97K 0.31% 51
2023
Q3 		$570K Buy
2,479
+6
+0.2% +$1.44K 0.33% 50
2023
Q2 		$587K Sell
2,473
-12
-0.5% -$2.75K 0.33% 50
2023
Q1 		$560K Buy
2,485
+2
+0.1% +$445 0.34% 48
2022
Q4 		$516K Buy
2,483
+143
+6% +$28.8K 0.32% 50
2022
Q3 		$416K Sell
2,340
-17
-0.7% -$3.46K 0.28% 48
2022
Q2 		$464K Sell
2,357
-6
-0.3% -$1.24K 0.3% 47
2022
Q1 		$524K Sell
2,363
-86
-4% -$18.6K 0.31% 44
2021
Q4 		$531K Sell
2,449
-247
-9% -$53K 0.32% 44
2021
Q3 		$601K Buy
2,696
+1,154
+75% +$271K 0.27% 57
2021
Q2 		$361K Buy
1,542
+391
+34% +$89.4K 0.16% 70
2021
Q1 		$244K Sell
1,151
-24
-2% -$5.05K 0.13% 77
2020
Q4 		$257K Buy
+1,175
New +$240K 0.15% 65

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

Running Point Capital Advisors's V Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Visa (V) stake by 2.1% in Q4 2025, selling an estimated $15K and leaving 2,089 shares worth $733K. The position accounts for 0.2% of the portfolio, ranked #70.

Running Point Capital Advisors first reported a position in V in Q4 2020 and has held it in 21 quarters since. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Running Point Capital Advisors held 2,089 shares of Visa worth $733K as of Q4 2025.
  • Running Point Capital Advisors sold 44 Visa shares in Q4 2025, an estimated $15K.
  • Visa made up 0.2% of Running Point Capital Advisors's portfolio in Q4 2025, its #70 holding.
  • Running Point Capital Advisors first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.