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SMART Wealth’s Visa V Stock Holding History

SMART Wealth’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 		– Sell
-1,278
Closed -$436K – 203
2025
Q3 		$436K Buy
1,278
+14
+1% +$4.84K 0.16% 96
2025
Q2 		$449K Buy
+1,264
New +$441K 0.14% 112
2024
Q3 		– Sell
-901
Closed -$237K – 160
2024
Q2 		$237K Buy
901
+154
+21% +$42.2K 0.1% 107
2024
Q1 		$208K Buy
+747
New +$206K 0.09% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SMART Wealth's V Position: Q4 2025 in Review

SMART Wealth sold out of Visa (V) in Q4 2025, closing a stake of 1,278 shares — an estimated $436K sold.

SMART Wealth first reported a position in V in Q1 2024 and held it in 4 quarters. The position peaked at $449K in Q2 2025. 4,591 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • SMART Wealth reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • SMART Wealth sold 1,278 Visa shares in Q4 2025, an estimated $436K.
  • SMART Wealth first reported a position in Visa in Q1 2024 and held it in 4 quarters.
  • SMART Wealth's Visa position peaked at $449K in Q2 2025.
  • 4,591 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.