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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
2022
Q4 		$1K Hold
1
– – ﹤0.01% 844
2022
Q3 		$2K Hold
1
– – ﹤0.01% 770
2022
Q2 		$1K Buy
+1
New +$207 ﹤0.01% 842

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.