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Wealthstar Advisors’s Visa V Stock Holding History

Wealthstar Advisors’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 		– Sell
-568
Closed -$202K – 152
2025
Q2 		$202K Sell
568
-121
-18% -$42.2K 0.08% 136
2025
Q1 		$241K Buy
+689
New +$233K 0.11% 123
2023
Q4 		– Sell
-900
Closed -$207K – 138
2023
Q3 		$207K Buy
+900
New +$216K 0.08% 108
2022
Q1 		– Sell
-948
Closed -$205K – 104
2021
Q4 		$205K Buy
948
+23
+2% +$4.94K 0.07% 83
2021
Q3 		$204K Buy
925
+39
+4% +$9.14K 0.06% 88
2021
Q2 		$209K Buy
+886
New +$203K 0.07% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Wealthstar Advisors's V Position: Q3 2025 in Review

Wealthstar Advisors sold out of Visa (V) in Q3 2025, closing a stake of 568 shares — an estimated $202K sold.

Wealthstar Advisors first reported a position in V in Q2 2021 and held it in 6 quarters. The position peaked at $241K in Q1 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Wealthstar Advisors reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 568 Visa shares in Q3 2025, an estimated $202K.
  • Wealthstar Advisors first reported a position in Visa in Q2 2021 and held it in 6 quarters.
  • Wealthstar Advisors's Visa position peaked at $241K in Q1 2025.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Wealthstar Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.