AWM
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AAF Wealth Management’s Visa V Stock Holding History

AAF 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
2026
Q1 		– Sell
-572
Closed -$201K – 56
2025
Q4 		$201K Buy
+572
New +$195K 0.08% 49
2025
Q3 		– Sell
-783
Closed -$278K – 49
2025
Q2 		$278K Buy
783
+87
+13% +$30.3K 0.13% 39
2025
Q1 		$244K Buy
+696
New +$236K 0.13% 43

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

AAF Wealth Management's V Position: Q1 2026 in Review

AAF Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 572 shares — an estimated $201K sold.

AAF Wealth Management first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • AAF Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • AAF Wealth Management sold 572 Visa shares in Q1 2026, an estimated $201K.
  • AAF Wealth Management first reported a position in Visa in Q1 2025 and held it in 3 quarters.
  • AAF Wealth Management's Visa position peaked at $278K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AAF Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.