WCWM
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Willow Creek Wealth Management’s Visa V Stock Holding History

Willow Creek Wealth Management’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 		$1.62M Sell
4,736
-31
-0.7% -$10.7K 0.13% 58
2025
Q2 		$1.69M Buy
4,767
+49
+1% +$17.1K 0.15% 57
2025
Q1 		$1.65M Buy
4,718
+10
+0.2% +$3.38K 0.16% 54
2024
Q4 		$1.49M Sell
4,708
-29
-0.6% -$8.72K 0.15% 57
2024
Q3 		$1.3M Buy
4,737
+18
+0.4% +$4.87K 0.14% 58
2024
Q2 		$1.24M Sell
4,719
-69
-1% -$18.9K 0.14% 59
2024
Q1 		$1.34M Buy
4,788
+24
+0.5% +$6.63K 0.16% 57
2023
Q4 		$1.24M Buy
4,764
+406
+9% +$100K 0.16% 60
2023
Q3 		$1M Sell
4,358
-17
-0.4% -$4.09K 0.15% 58
2023
Q2 		$1.04M Buy
4,375
+35
+0.8% +$8.01K 0.15% 59
2023
Q1 		$978K Hold
4,340
– – 0.15% 53
2022
Q4 		$902K Sell
4,340
-33
-0.8% -$6.66K 0.15% 52
2022
Q3 		$777K Buy
4,373
+33
+0.8% +$6.71K 0.15% 59
2022
Q2 		$855K Sell
4,340
-87
-2% -$18K 0.16% 57
2022
Q1 		$982K Sell
4,427
-11
-0.2% -$2.38K 0.2% 46
2021
Q4 		$962K Sell
4,438
-8
-0.2% -$1.72K 0.2% 44
2021
Q3 		$990K Hold
4,446
– – 0.22% 39
2021
Q2 		$1.04M Buy
4,446
+65
+1% +$14.9K 0.25% 37
2021
Q1 		$928K Buy
4,381
+30
+0.7% +$6.32K 0.34% 28
2020
Q4 		$952K Hold
4,351
– – 0.36% 27
2020
Q3 		$870K Sell
4,351
-37
-0.8% -$7.39K 0.36% 27
2020
Q2 		$848K Sell
4,388
-41
-0.9% -$7.49K 0.38% 26
2020
Q1 		$714K Buy
4,429
+4
+0.1% +$754 0.36% 26
2019
Q4 		$831K Sell
4,425
-166
-4% -$29.9K 0.38% 26
2019
Q3 		$790K Buy
4,591
+327
+8% +$58.2K 0.37% 26
2019
Q2 		$740K Hold
4,264
– – 0.35% 28
2019
Q1 		$666K Buy
4,264
+205
+5% +$29.5K 0.34% 29
2018
Q4 		$536K Hold
4,059
– – 0.28% 31
2018
Q3 		$609K Sell
4,059
-87
-2% -$12.4K 0.34% 29
2018
Q2 		$549K Buy
4,146
+62
+2% +$7.98K 0.31% 29
2018
Q1 		$489K Buy
+4,084
New +$495K 0.26% 34

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

Willow Creek Wealth Management's V Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Visa (V) stake by 0.65% in Q3 2025, selling an estimated $10.7K and leaving 4,736 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #58.

Willow Creek Wealth Management first reported a position in V in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.69M in Q2 2025. 4,317 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Willow Creek Wealth Management held 4,736 shares of Visa worth $1.62M as of Q3 2025.
  • Willow Creek Wealth Management sold 31 Visa shares in Q3 2025, an estimated $10.7K.
  • Visa made up 0.13% of Willow Creek Wealth Management's portfolio in Q3 2025, its #58 holding.
  • Willow Creek Wealth Management first reported a position in Visa in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's Visa position peaked at $1.69M in Q2 2025.
  • 4,317 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.