V — VISA INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2025 Q1)
Avg. % of fund
0.72%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,479 -90 -1.4% 0.60% $2.3M $349.99
2025 Q3 REDUCED 6,569 -10 -0.2% 0.61% $2.2M $340.00
2025 Q2 ADDED 6,579 +137 +2.1% 0.76% $2.3M $353.00
2025 Q1 ADDED 6,442 +17 +0.3% 0.88% $2.3M $347.86
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    V price (monthly, adj. close)

Other funds also holding V

As of 2025 Q4 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 50.05% Alfreton Capital LLP 3Y 36.9% 14B Captial Management LP 19.53% Troy Asset Management Ltd 3Y 7Y 19.51% Immersion Capital LLP 3Y 7Y 18.61% TCI Fund Management Ltd 3Y 7Y 18.12% Charles-Lim Capital Ltd 3Y 7Y 14.27% Egerton Capital (UK) LLP 3Y 7Y 12.47% Barrier Capital Management, LLC 3Y 11.36% GCQ FUNDS MANAGEMENT PTY Ltd 11.22%
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