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Symmetry Investments’s Visa V Stock Holding History

Symmetry Investments’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
-46,321
Closed -$15.8M – 205
2025
Q3 		$15.8M Buy
46,321
+25,400
+121% +$8.79M 0.76% 27
2025
Q2 		$7.43M Buy
20,921
+1,902
+10% +$663K 0.51% 25
2025
Q1 		$6.67M Sell
19,019
-4,981
-21% -$1.69M 0.46% 40
2024
Q4 		$7.58M Sell
24,000
-2,000
-8% -$601K 0.4% 47
2024
Q3 		$7.15M Sell
26,000
-15,261
-37% -$4.13M 1% 27
2024
Q2 		$10.8M Sell
41,261
-3,497
-8% -$958K 1.21% 20
2024
Q1 		$12.5M Buy
44,758
+39,723
+789% +$11M 0.75% 20
2023
Q4 		$1.31M Buy
+5,035
New +$1.24M 0.1% 115

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Symmetry Investments's V Position: Q4 2025 in Review

Symmetry Investments sold out of Visa (V) in Q4 2025, closing a stake of 46,321 shares — an estimated $15.8M sold.

Symmetry Investments first reported a position in V in Q4 2023 and held it in 8 quarters. The position peaked at $15.8M in Q3 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Symmetry Investments reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Symmetry Investments sold 46,321 Visa shares in Q4 2025, an estimated $15.8M.
  • Symmetry Investments first reported a position in Visa in Q4 2023 and held it in 8 quarters.
  • Symmetry Investments's Visa position peaked at $15.8M in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Symmetry Investments's 13F filing for Q4 2025, filed 17 Feb 2026.