SM
V icon

Sweeney & Michel’s Visa V Stock Holding History

Sweeney & Michel’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 		$509K Buy
1,645
+2
+0.1% +$643 0.15% 89
2025
Q4 		$541K Buy
1,643
+2
+0.1% +$681 0.16% 87
2025
Q3 		$564K Buy
1,641
+27
+2% +$9.35K 0.19% 79
2025
Q2 		$562K Sell
1,614
-102
-6% -$35.6K 0.2% 75
2025
Q1 		$529K Buy
+1,716
New +$581K 0.23% 69
2024
Q3 		$503K Buy
1,731
+12
+0.7% +$3.24K 0.2% 76
2024
Q2 		$456K Sell
1,719
-3
-0.2% -$822 0.19% 70
2024
Q1 		$478K Buy
+1,722
New +$475K 0.21% 71
2023
Q3 		$369K Buy
1,514
+1
+0.1% +$240 0.19% 77
2023
Q2 		$362K Buy
1,513
+6
+0.4% +$1.37K 0.19% 83
2023
Q1 		$344K Buy
+1,507
New +$335K 0.18% 86

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