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Wealthstream Advisors’s Visa V Stock Holding History

Wealthstream 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 		$694K Buy
2,034
+94
+5% +$32.5K 0.11% 66
2025
Q2 		$689K Buy
1,940
+514
+36% +$179K 0.11% 65
2025
Q1 		$500K Buy
1,426
+42
+3% +$14.2K 0.09% 79
2024
Q4 		$437K Buy
1,384
+173
+14% +$52K 0.08% 86
2024
Q3 		$333K Buy
1,211
+246
+25% +$66.5K 0.06% 97
2024
Q2 		$253K Buy
965
+11
+1% +$3.02K 0.09% 110
2024
Q1 		$266K Buy
954
+69
+8% +$19.1K 0.1% 103
2023
Q4 		$230K Sell
885
-60
-6% -$14.8K 0.1% 125
2023
Q3 		$217K Buy
+945
New +$227K 0.11% 95

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

Wealthstream Advisors's V Position: Q3 2025 in Review

Wealthstream Advisors increased its Visa (V) stake by 4.8% in Q3 2025, buying an estimated $32.5K and bringing the position to 2,034 shares worth $694K. The position accounts for 0.11% of the portfolio, ranked #66.

Wealthstream Advisors first reported a position in V in Q3 2023 and has held it in 9 quarters since. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Wealthstream Advisors held 2,034 shares of Visa worth $694K as of Q3 2025.
  • Wealthstream Advisors bought 94 Visa shares in Q3 2025, an estimated $32.5K.
  • Visa made up 0.11% of Wealthstream Advisors's portfolio in Q3 2025, its #66 holding.
  • Wealthstream Advisors first reported a position in Visa in Q3 2023 and has held it in 9 quarters since.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.