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
2024 Q3	–	Sell	-43	Closed	-$16.4K	–	909
2024 Q2	$16.4K	Buy	43 +16	+59%	+$4.38K	0.01%	557
2024 Q1	$30.7K	Buy	27 +3	+13%	+$828	0.01%	446
2023 Q4	$19.1K	Sell	24 -2	-8%	-$493	0.01%	508
2023 Q3	$12K	Buy	26 +6	+30%	+$1.44K	0.01%	577
2023 Q2	$13K	Buy	+20	New	+$4.58K	0.01%	557
2022 Q4	$8K	Sell	21 -3	-13%	-$605	0.01%	601
2022 Q3	$3K	Buy	24 +4	+20%	+$814	﹤0.01%	725
2022 Q2	$6K	Sell	20 -1	-5%	-$207	﹤0.01%	647
2022 Q1	$14K	Sell	21 -1	-5%	-$216	0.01%	523
2021 Q4	$6K	Buy	+22	New	+$4.72K	﹤0.01%	686

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.