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U.S. Wealth Group’s Visa V Stock Holding History

U.S. Wealth Group’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
Q4 		$2.65M Sell
7,544
-80
-1% -$27.3K 1.74% 23
2025
Q3 		$2.6M Buy
7,624
+170
+2% +$58.8K 1.7% 26
2025
Q2 		$2.65M Buy
7,454
+105
+1% +$36.6K 2.06% 18
2025
Q1 		$2.58M Sell
7,349
-231
-3% -$78.2K 2.04% 16
2024
Q4 		$2.4M Buy
+7,580
New +$2.28M 1.81% 21

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

U.S. Wealth Group's V Position: Q4 2025 in Review

U.S. Wealth Group reduced its Visa (V) stake by 1% in Q4 2025, selling an estimated $27.3K and leaving 7,544 shares worth $2.65M. The position accounts for 1.74% of the portfolio, ranked #23.

U.S. Wealth Group first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.65M in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • U.S. Wealth Group held 7,544 shares of Visa worth $2.65M as of Q4 2025.
  • U.S. Wealth Group sold 80 Visa shares in Q4 2025, an estimated $27.3K.
  • Visa made up 1.74% of U.S. Wealth Group's portfolio in Q4 2025, its #23 holding.
  • U.S. Wealth Group first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Visa position peaked at $2.65M in Q2 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.