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Schechter Investment Advisors’s Visa V Stock Holding History

Schechter Investment 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
Q1 		$6.82M Sell
19,466
-3,478
-15% -$1.18M 0.56% 32
2024
Q4 		$7.25M Sell
22,944
-1,180
-5% -$355K 0.56% 31
2024
Q3 		$6.63M Buy
24,124
+409
+2% +$111K 0.49% 40
2024
Q2 		$6.22M Sell
23,715
-942
-4% -$258K 0.47% 43
2024
Q1 		$6.88M Buy
24,657
+474
+2% +$131K 0.51% 35
2023
Q4 		$6.3M Sell
24,183
-923
-4% -$227K 0.55% 36
2023
Q3 		$5.77M Buy
25,106
+1,240
+5% +$298K 0.56% 32
2023
Q2 		$5.67M Sell
23,866
-998
-4% -$228K 0.51% 34
2023
Q1 		$5.61M Buy
24,864
+212
+0.9% +$47.2K 0.52% 34
2022
Q4 		$5.12M Buy
24,652
+2,781
+13% +$561K 0.47% 30
2022
Q3 		$3.89M Sell
21,871
-6,658
-23% -$1.35M 0.38% 35
2022
Q2 		$5.62M Buy
28,529
+633
+2% +$131K 0.55% 24
2022
Q1 		$6.19M Buy
27,896
+702
+3% +$152K 0.58% 22
2021
Q4 		$5.89M Buy
+27,194
New +$5.84M 0.53% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schechter Investment Advisors's V Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Visa (V) stake by 15% in Q1 2025, selling an estimated $1.18M and leaving 19,466 shares worth $6.82M. The position accounts for 0.56% of the portfolio, ranked #32.

Schechter Investment Advisors first reported a position in V in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.25M in Q4 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Schechter Investment Advisors held 19,466 shares of Visa worth $6.82M as of Q1 2025.
  • Schechter Investment Advisors sold 3,478 Visa shares in Q1 2025, an estimated $1.18M.
  • Visa made up 0.56% of Schechter Investment Advisors's portfolio in Q1 2025, its #32 holding.
  • Schechter Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Visa position peaked at $7.25M in Q4 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.