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Tyler-Stone Wealth Management’s Visa V Stock Holding History

Tyler-Stone 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 		$5.96M Buy
16,793
+155
+0.9% +$54K 0.96% 25
2025
Q1 		$5.83M Sell
16,638
-2,888
-15% -$977K 1.05% 22
2024
Q4 		$6.17M Buy
19,526
+62
+0.3% +$18.6K 1.1% 20
2024
Q3 		$5.35M Buy
19,464
+9,843
+102% +$2.66M 1.01% 20
2024
Q2 		$2.53M Sell
9,621
-66
-0.7% -$18.1K 1.04% 20
2024
Q1 		$2.7M Buy
9,687
+35
+0.4% +$9.66K 1.2% 17
2023
Q4 		$2.51M Sell
9,652
-44
-0.5% -$10.8K 1.26% 16
2023
Q3 		$2.23M Buy
9,696
+77
+0.8% +$18.5K 1.27% 15
2023
Q2 		$2.28M Buy
+9,619
New +$2.2M 1.29% 15
2022
Q4 		$1.97M Sell
9,479
-5
-0.1% -$1.01K 1.34% 15
2022
Q3 		$1.69M Buy
9,484
+135
+1% +$27.5K 1.28% 18
2022
Q2 		$1.84M Buy
9,349
+400
+4% +$82.7K 1.23% 19
2022
Q1 		$1.99M Buy
8,949
+40
+0.4% +$8.65K 1.09% 21
2021
Q4 		$1.93M Buy
+8,909
New +$1.91M 1.02% 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

Tyler-Stone Wealth Management's V Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Visa (V) stake by 0.93% in Q2 2025, buying an estimated $54K and bringing the position to 16,793 shares worth $5.96M. The position accounts for 0.96% of the portfolio, ranked #25.

Tyler-Stone Wealth Management first reported a position in V in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.17M in Q4 2024. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Tyler-Stone Wealth Management held 16,793 shares of Visa worth $5.96M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 155 Visa shares in Q2 2025, an estimated $54K.
  • Visa made up 0.96% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #25 holding.
  • Tyler-Stone Wealth Management first reported a position in Visa in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Visa position peaked at $6.17M in Q4 2024.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.