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Surience Private Wealth’s Visa V Stock Holding History

Surience Private 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
Q3 		– Sell
-11,211
Closed -$3.98M – 42
2025
Q2 		$3.98M Buy
+11,211
New +$3.91M 3.74% 10
2023
Q4 		– Sell
-15,255
Closed -$3.51M – 29
2023
Q3 		$3.51M Buy
+15,255
New +$3.67M 6.8% 7

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Surience Private Wealth's V Position: Q3 2025 in Review

Surience Private Wealth sold out of Visa (V) in Q3 2025, closing a stake of 11,211 shares — an estimated $3.98M sold.

Surience Private Wealth first reported a position in V in Q3 2023 and held it in 2 quarters. The position peaked at $3.98M in Q2 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Surience Private Wealth reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Surience Private Wealth sold 11,211 Visa shares in Q3 2025, an estimated $3.98M.
  • Surience Private Wealth first reported a position in Visa in Q3 2023 and held it in 2 quarters.
  • Surience Private Wealth's Visa position peaked at $3.98M in Q2 2025.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.