TW
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TritonPoint Wealth’s Visa V Stock Holding History

TritonPoint 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
2026
Q1 		$15.8M Sell
52,129
-1,163
-2% -$374K 1.69% 11
2025
Q4 		$18.7M Sell
53,292
-8,521
-14% -$2.9M 1.9% 9
2025
Q3 		$21.1M Buy
61,813
+252
+0.4% +$87.2K 1.81% 9
2025
Q2 		$21.9M Sell
61,561
-2,459
-4% -$857K 2.02% 9
2025
Q1 		$22.4M Sell
64,020
-558
-0.9% -$189K 2.14% 7
2024
Q4 		$20.4M Sell
64,578
-1,306
-2% -$393K 1.85% 9
2024
Q3 		$18.1M Buy
65,884
+3,984
+6% +$1.08M 1.66% 11
2024
Q2 		$16.2M Buy
61,900
+25
+0% +$6.85K 1.56% 12
2024
Q1 		$15.2M Sell
61,875
-648
-1% -$179K 1.59% 11
2023
Q4 		$16.3M Buy
+62,523
New +$15.4M 1.59% 11

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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