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Stewardship Advisors’s Visa V Stock Holding History

Stewardship 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
Q4 		– Sell
-829
Closed -$283K – 166
2025
Q3 		$283K Sell
829
-254
-23% -$87.9K 0.07% 121
2025
Q2 		$385K Sell
1,083
-112
-9% -$39K 0.1% 95
2025
Q1 		$419K Buy
1,195
+20
+2% +$6.77K 0.11% 85
2024
Q4 		$371K Buy
1,175
+205
+21% +$61.6K 0.1% 107
2024
Q3 		$267K Buy
+970
New +$262K 0.08% 115

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

Stewardship Advisors's V Position: Q4 2025 in Review

Stewardship Advisors sold out of Visa (V) in Q4 2025, closing a stake of 829 shares — an estimated $283K sold.

Stewardship Advisors first reported a position in V in Q3 2024 and held it in 5 quarters. The position peaked at $419K in Q1 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Stewardship Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Stewardship Advisors sold 829 Visa shares in Q4 2025, an estimated $283K.
  • Stewardship Advisors first reported a position in Visa in Q3 2024 and held it in 5 quarters.
  • Stewardship Advisors's Visa position peaked at $419K in Q1 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Stewardship Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.