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Whitaker-Myers Wealth Managers’s Visa V Stock Holding History

Whitaker-Myers Wealth Managers’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
-628
Closed -$223K – 137
2025
Q2 		$223K Sell
628
-207
-25% -$72.2K 0.06% 102
2025
Q1 		$292K Sell
835
-658
-44% -$223K 0.08% 96
2024
Q4 		$472K Buy
1,493
+739
+98% +$222K 0.14% 63
2024
Q3 		$207K Sell
754
-634
-46% -$171K 0.07% 103
2024
Q2 		$364K Buy
1,388
+198
+17% +$54.3K 0.13% 67
2024
Q1 		$332K Buy
+1,190
New +$329K 0.14% 69

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

Whitaker-Myers Wealth Managers's V Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Visa (V) in Q3 2025, closing a stake of 628 shares — an estimated $223K sold.

Whitaker-Myers Wealth Managers first reported a position in V in Q1 2024 and held it in 6 quarters. The position peaked at $472K in Q4 2024. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Visa position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 628 Visa shares in Q3 2025, an estimated $223K.
  • Whitaker-Myers Wealth Managers first reported a position in Visa in Q1 2024 and held it in 6 quarters.
  • Whitaker-Myers Wealth Managers's Visa position peaked at $472K in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.