SWK
V icon

Stephen W. Kidder’s Visa V Stock Holding History

Stephen W. Kidder’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
2026
Q1 		$329K Buy
1,090
+35
+3% +$11.3K 0.1% 63
2025
Q4 		$370K Hold
1,055
– – 0.1% 58
2025
Q3 		$360K Sell
1,055
-38
-3% -$13.2K 0.1% 60
2025
Q2 		$388K Buy
1,093
+51
+5% +$17.8K 0.12% 59
2025
Q1 		$365K Sell
1,042
-25
-2% -$8.46K 0.11% 57
2024
Q4 		$337K Buy
1,067
+51
+5% +$15.3K 0.1% 55
2024
Q3 		$279K Hold
1,016
– – 0.08% 61
2024
Q2 		$267K Hold
1,016
– – 0.08% 62
2024
Q1 		$284K Sell
1,016
-41
-4% -$11.3K 0.09% 59
2023
Q4 		$275K Sell
1,057
-40
-4% -$9.86K 0.09% 64
2023
Q3 		$252K Sell
1,097
-35
-3% -$8.41K 0.09% 68
2023
Q2 		$269K Buy
+1,132
New +$259K 0.09% 68

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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