TAI
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Terra Alpha Investments’s Visa V Stock Holding History

Terra Alpha 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 		$4.74M Sell
13,516
-274
-2% -$93.4K 4.85% 6
2025
Q3 		$4.71M Sell
13,790
-866
-6% -$300K 4.8% 8
2025
Q2 		$5.2M Sell
14,656
-117
-0.8% -$40.8K 5.41% 4
2025
Q1 		$5.18M Sell
14,773
-902
-6% -$305K 5.62% 1
2024
Q4 		$4.95M Buy
+15,675
New +$4.71M 5.02% 7

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

Terra Alpha Investments's V Position: Q4 2025 in Review

Terra Alpha Investments reduced its Visa (V) stake by 2% in Q4 2025, selling an estimated $93.4K and leaving 13,516 shares worth $4.74M. The position accounts for 4.85% of the portfolio, ranked #6.

Terra Alpha Investments first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.2M in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Terra Alpha Investments held 13,516 shares of Visa worth $4.74M as of Q4 2025.
  • Terra Alpha Investments sold 274 Visa shares in Q4 2025, an estimated $93.4K.
  • Visa made up 4.85% of Terra Alpha Investments's portfolio in Q4 2025, its #6 holding.
  • Terra Alpha Investments first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Terra Alpha Investments's Visa position peaked at $5.2M in Q2 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.