TCTWM
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Three Cord True Wealth Management’s Visa V Stock Holding History

Three Cord True Wealth 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
Q2 		– Sell
-884
Closed -$310K – 32
2025
Q1 		$310K Buy
884
+40
+5% +$13.5K 0.27% 20
2024
Q4 		$267K Buy
+844
New +$254K 0.23% 24

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Three Cord True Wealth Management's V Position: Q2 2025 in Review

Three Cord True Wealth Management sold out of Visa (V) in Q2 2025, closing a stake of 884 shares — an estimated $310K sold.

Three Cord True Wealth Management first reported a position in V in Q4 2024 and held it in 2 quarters. The position peaked at $310K in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Three Cord True Wealth Management reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • Three Cord True Wealth Management sold 884 Visa shares in Q2 2025, an estimated $310K.
  • Three Cord True Wealth Management first reported a position in Visa in Q4 2024 and held it in 2 quarters.
  • Three Cord True Wealth Management's Visa position peaked at $310K in Q1 2025.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Three Cord True Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.