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Wooster Corthell Wealth Management’s Visa V Stock Holding History

Wooster Corthell 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
Q2 		$225K Buy
635
+2
+0.3% +$697 0.04% 64
2025
Q1 		$222K Buy
+633
New +$214K 0.05% 65

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

Wooster Corthell Wealth Management's V Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its Visa (V) stake by 0.32% in Q2 2025, buying an estimated $697 and bringing the position to 635 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #64.

Wooster Corthell Wealth Management first reported a position in V in Q1 2025 and has held it in 2 quarters since. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Wooster Corthell Wealth Management held 635 shares of Visa worth $225K as of Q2 2025.
  • Wooster Corthell Wealth Management bought 2 Visa shares in Q2 2025, an estimated $697.
  • Visa made up 0.04% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #64 holding.
  • Wooster Corthell Wealth Management first reported a position in Visa in Q1 2025 and has held it in 2 quarters since.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.