WGC
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Watts Gwilliam & Co’s Visa V Stock Holding History

Watts Gwilliam & Co’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
Q3 		$4.23M Buy
12,380
+250
+2% +$86.5K 0.68% 26
2025
Q2 		$4.1M Sell
12,130
-722
-6% -$252K 0.67% 28
2025
Q1 		$4.5M Buy
12,852
+312
+2% +$106K 0.98% 26
2024
Q4 		$3.91M Buy
12,540
+667
+6% +$201K 0.83% 27
2024
Q3 		$3.26M Buy
+11,873
New +$3.21M 0.71% 31
2024
Q1 		$3.19M Buy
+11,468
New +$3.17M 0.98% 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
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
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

Watts Gwilliam & Co's V Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Visa (V) stake by 2.1% in Q3 2025, buying an estimated $86.5K and bringing the position to 12,380 shares worth $4.23M. The position accounts for 0.68% of the portfolio, ranked #26.

Watts Gwilliam & Co first reported a position in V in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.5M in Q1 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Watts Gwilliam & Co held 12,380 shares of Visa worth $4.23M as of Q3 2025.
  • Watts Gwilliam & Co bought 250 Visa shares in Q3 2025, an estimated $86.5K.
  • Visa made up 0.68% of Watts Gwilliam & Co's portfolio in Q3 2025, its #26 holding.
  • Watts Gwilliam & Co first reported a position in Visa in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Visa position peaked at $4.5M in Q1 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.