Sterneck Capital Management’s Visa V Stock Holding History

Sterneck Capital Management’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	–	Sell	-785	Closed	-$248K	–	103
2024 Q4	$248K	Buy	+785	New	+$236K	0.13%	78

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Sterneck Capital Management's V Position: Q1 2025 in Review

Sterneck Capital Management sold out of Visa (V) in Q1 2025, closing a stake of 785 shares — an estimated $248K sold.

Sterneck Capital Management first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

Sterneck Capital Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Sterneck Capital Management sold 785 Visa shares in Q1 2025, an estimated $248K.
Sterneck Capital Management first reported a position in Visa in Q4 2024 and held it in 1 quarter.
Sterneck Capital Management's Visa position peaked at $248K in Q4 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Sterneck Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.