RIM
V icon

RW Investment Management’s Visa V Stock Holding History

RW 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
2025
Q3 		$210K Sell
615
-16
-3% -$5.54K 0.02% 104
2025
Q2 		$224K Buy
+631
New +$220K 0.03% 100

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

RW Investment Management's V Position: Q3 2025 in Review

RW Investment Management reduced its Visa (V) stake by 2.5% in Q3 2025, selling an estimated $5.54K and leaving 615 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #104.

RW Investment Management first reported a position in V in Q2 2025 and has held it in 2 quarters since. The position peaked at $224K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • RW Investment Management held 615 shares of Visa worth $210K as of Q3 2025.
  • RW Investment Management sold 16 Visa shares in Q3 2025, an estimated $5.54K.
  • Visa made up 0.02% of RW Investment Management's portfolio in Q3 2025, its #104 holding.
  • RW Investment Management first reported a position in Visa in Q2 2025 and has held it in 2 quarters since.
  • RW Investment Management's Visa position peaked at $224K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on RW Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.