Spurstone Advisory Services’s Visa V Stock Holding History

Spurstone Advisory Services’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	–	Sell	-140	Closed	-$49.7K	–	151
2025 Q2	$49.7K	Buy	+140	New	+$48.8K	0.75%	21

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spurstone Advisory Services's V Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Visa (V) in Q3 2025, closing a stake of 140 shares — an estimated $49.7K sold.

Spurstone Advisory Services first reported a position in V in Q2 2025 and held it in 1 quarter. The position peaked at $49.7K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

Spurstone Advisory Services reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
Spurstone Advisory Services sold 140 Visa shares in Q3 2025, an estimated $49.7K.
Spurstone Advisory Services first reported a position in Visa in Q2 2025 and held it in 1 quarter.
Spurstone Advisory Services's Visa position peaked at $49.7K in Q2 2025.
4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.