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SWP Investment Management’s Visa V Stock Holding History

SWP Investment 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
Q3 		– Sell
-4,397
Closed -$1.56M – 49
2025
Q2 		$1.56M Buy
4,397
+55
+1% +$19.2K 1.85% 33
2025
Q1 		$1.52M Buy
+4,342
New +$1.47M 1.9% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

SWP Investment Management's V Position: Q3 2025 in Review

SWP Investment Management sold out of Visa (V) in Q3 2025, closing a stake of 4,397 shares — an estimated $1.56M sold.

SWP Investment Management first reported a position in V in Q1 2025 and held it in 2 quarters. The position peaked at $1.56M in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • SWP Investment Management reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • SWP Investment Management sold 4,397 Visa shares in Q3 2025, an estimated $1.56M.
  • SWP Investment Management first reported a position in Visa in Q1 2025 and held it in 2 quarters.
  • SWP Investment Management's Visa position peaked at $1.56M in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on SWP Investment Management's 13F filing for Q3 2025, filed 1 Jul 2026.