VCWM
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Vista Cima Wealth Management’s Visa V Stock Holding History

Vista Cima 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
Q4 		– Sell
-2,589
Closed -$884K – 77
2025
Q3 		$884K Buy
2,589
+1,845
+248% +$639K 0.74% 26
2025
Q2 		$264K Sell
744
-3
-0.4% -$1.05K 0.25% 41
2025
Q1 		$262K Buy
747
+82
+12% +$27.7K 0.28% 40
2024
Q4 		$210K Buy
+665
New +$200K 0.22% 48

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vista Cima Wealth Management's V Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Visa (V) in Q4 2025, closing a stake of 2,589 shares — an estimated $884K sold.

Vista Cima Wealth Management first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $884K in Q3 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 2,589 Visa shares in Q4 2025, an estimated $884K.
  • Vista Cima Wealth Management first reported a position in Visa in Q4 2024 and held it in 4 quarters.
  • Vista Cima Wealth Management's Visa position peaked at $884K in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.