Sierra Summit Advisors’s Visa V Stock Holding History

Sierra Summit 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 Q2	–	Sell	-697	Closed	-$244K	–	216
2025 Q1	$244K	Sell	697 -275	-28%	-$93.1K	0.05%	170
2024 Q4	$307K	Sell	972 -840	-46%	-$253K	0.06%	139
2024 Q3	$498K	Sell	1,812 -27,700	-94%	-$7.49M	0.11%	101
2024 Q2	$7.75M	Buy	29,512 +1,997	+7%	+$547K	1.92%	23
2024 Q1	$7.68M	Sell	27,515 -88	-0.3%	-$24.3K	2.09%	21
2023 Q4	$7.19M	Buy	+27,603	New	+$6.8M	2.1%	15

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sierra Summit Advisors's V Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Visa (V) in Q2 2025, closing a stake of 697 shares — an estimated $244K sold.

Sierra Summit Advisors first reported a position in V in Q4 2023 and held it in 6 quarters. The position peaked at $7.75M in Q2 2024. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

Sierra Summit Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Sierra Summit Advisors sold 697 Visa shares in Q2 2025, an estimated $244K.
Sierra Summit Advisors first reported a position in Visa in Q4 2023 and held it in 6 quarters.
Sierra Summit Advisors's Visa position peaked at $7.75M in Q2 2024.
4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.