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STERLING INVESTMENT MANAGEMENT, LLC → V

STERLING INVESTMENT MANAGEMENT, LLC V Position History

Visa Inc. • Services

Quarters held
5
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.2M
Q4 2025$6.3M
Q1 2026$6.6M
Q2 2026$7.1M
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M19.7K——
Q2 2026$7.1M20.6K——
Q1 2026$6.6M21.8K——
Q4 2025$6.3M17.8K——
Q3 2025$4.2M12.4K——

Other funds holding V

Other STERLING INVESTMENT MANAGEMENT, LLC positions

VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.4M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.3M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

$15M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15M
GLD

SPDR GOLD SHARES

$14.2M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$13.8M