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Transform Wealth’s Visa V Stock Holding History

Transform Wealth’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
Q1 		$5.46M Buy
15,566
+771
+5% +$261K 0.33% 74
2024
Q4 		$4.68M Buy
14,795
+7,206
+95% +$2.17M 0.26% 79
2024
Q3 		$2.09M Sell
7,589
-6
-0.1% -$1.62K 0.14% 99
2024
Q2 		$1.99M Buy
7,595
+188
+3% +$51.5K 0.15% 97
2024
Q1 		$2.07M Sell
7,407
-6,636
-47% -$1.83M 0.2% 97
2023
Q4 		$3.66M Buy
14,043
+87
+0.6% +$21.4K 0.36% 84
2023
Q3 		$3.21M Sell
13,956
-13,827
-50% -$3.32M 0.34% 86
2023
Q2 		$6.6M Sell
27,783
-164
-0.6% -$37.5K 0.59% 57
2023
Q1 		$6.3M Buy
27,947
+13,656
+96% +$3.04M 0.59% 60
2022
Q4 		$2.97M Buy
+14,291
New +$2.88M 0.33% 82
2020
Q4 		– Sell
-1,104
Closed -$221K – 228
2020
Q3 		$221K Sell
1,104
-902
-45% -$180K 0.04% 198
2020
Q2 		$387K Buy
2,006
+641
+47% +$117K 0.07% 164
2020
Q1 		$220K Sell
1,365
-20
-1% -$3.77K 0.05% 191
2019
Q4 		$260K Hold
1,385
– – 0.04% 200
2019
Q3 		$238K Sell
1,385
-825
-37% -$147K 0.04% 194
2019
Q2 		$384K Buy
2,210
+250
+13% +$40.9K 0.06% 189
2019
Q1 		$306K Sell
1,960
-100
-5% -$14.4K 0.06% 141
2018
Q4 		$272K Hold
2,060
– – 0.06% 151
2018
Q3 		$309K Sell
2,060
-700
-25% -$99.5K 0.05% 159
2018
Q2 		$366K Hold
2,760
– – 0.07% 174
2018
Q1 		$330K Sell
2,760
-45
-2% -$5.45K 0.06% 193
2017
Q4 		$320K Hold
2,805
– – 0.06% 212
2017
Q3 		$295K Buy
+2,805
New +$284K 0.1% 184

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transform Wealth's V Position: Q1 2025 in Review

Transform Wealth increased its Visa (V) stake by 5.2% in Q1 2025, buying an estimated $261K and bringing the position to 15,566 shares worth $5.46M. The position accounts for 0.33% of the portfolio, ranked #74.

Transform Wealth first reported a position in V in Q3 2017 and has held it in 23 quarters since. The position peaked at $6.6M in Q2 2023. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Transform Wealth held 15,566 shares of Visa worth $5.46M as of Q1 2025.
  • Transform Wealth bought 771 Visa shares in Q1 2025, an estimated $261K.
  • Visa made up 0.33% of Transform Wealth's portfolio in Q1 2025, its #74 holding.
  • Transform Wealth first reported a position in Visa in Q3 2017 and has held it in 23 quarters since.
  • Transform Wealth's Visa position peaked at $6.6M in Q2 2023.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.