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Waypoint Wealth Partners’s Visa V Stock Holding History

Waypoint Wealth Partners’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
Q2 		$395K Sell
1,113
-29
-3% -$10.1K 0.1% 58
2025
Q1 		$400K Sell
1,142
-129
-10% -$43.7K 0.11% 49
2024
Q4 		$402K Sell
1,271
-242
-16% -$72.8K 0.11% 50
2024
Q3 		$416K Buy
1,513
+712
+89% +$192K 0.11% 54
2024
Q2 		$210K Buy
801
+12
+2% +$3.29K 0.06% 61
2024
Q1 		$220K Sell
789
-527
-40% -$146K 0.06% 68
2023
Q4 		$343K Buy
+1,316
New +$324K 0.11% 59
2023
Q3 		– Sell
-970
Closed -$230K – 78
2023
Q2 		$230K Sell
970
-239
-20% -$54.7K 0.08% 60
2023
Q1 		$273K Sell
1,209
-99
-8% -$22K 0.1% 55
2022
Q4 		$272K Sell
1,308
-88
-6% -$17.7K 0.11% 48
2022
Q3 		$248K Sell
1,396
-83
-6% -$16.9K 0.1% 51
2022
Q2 		$291K Sell
1,479
-51
-3% -$10.5K 0.11% 45
2022
Q1 		$339K Buy
1,530
+72
+5% +$15.6K 0.12% 36
2021
Q4 		$316K Buy
1,458
+116
+9% +$24.9K 0.11% 40
2021
Q3 		$299K Sell
1,342
-250
-16% -$58.6K 0.11% 36
2021
Q2 		$372K Sell
1,592
-43
-3% -$9.83K 0.14% 28
2021
Q1 		$346K Buy
1,635
+43
+3% +$9.05K 0.25% 29
2020
Q4 		$348K Buy
+1,592
New +$326K 0.27% 25

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

Waypoint Wealth Partners's V Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Visa (V) stake by 2.5% in Q2 2025, selling an estimated $10.1K and leaving 1,113 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #58.

Waypoint Wealth Partners first reported a position in V in Q4 2020 and has held it in 18 quarters since. The position peaked at $416K in Q3 2024. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Waypoint Wealth Partners held 1,113 shares of Visa worth $395K as of Q2 2025.
  • Waypoint Wealth Partners sold 29 Visa shares in Q2 2025, an estimated $10.1K.
  • Visa made up 0.1% of Waypoint Wealth Partners's portfolio in Q2 2025, its #58 holding.
  • Waypoint Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 18 quarters since.
  • Waypoint Wealth Partners's Visa position peaked at $416K in Q3 2024.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.