AWA
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Aaron Wealth Advisors’s Visa V Stock Holding History

Aaron Wealth Advisors’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
Q2 		$9.25M Buy
26,947
+5,530
+26% +$1.78M 0.47% 35
2026
Q1 		$6.47M Sell
21,417
-6,188
-22% -$1.99M 0.37% 34
2025
Q4 		$9.68M Buy
27,605
+3,601
+15% +$1.23M 0.53% 30
2025
Q3 		$8.19M Buy
24,004
+6,806
+40% +$2.36M 0.49% 30
2025
Q2 		$6.11M Buy
17,198
+798
+5% +$278K 0.62% 28
2025
Q1 		$5.75M Buy
16,400
+399
+2% +$135K 0.66% 25
2024
Q4 		$5.06M Buy
16,001
+641
+4% +$193K 0.59% 28
2024
Q3 		$4.22M Buy
15,360
+1,381
+10% +$373K 0.5% 30
2024
Q2 		$3.67M Sell
13,979
-78
-0.6% -$21.4K 0.51% 31
2024
Q1 		$3.92M Buy
14,057
+2,374
+20% +$655K 0.56% 24
2023
Q4 		$3.04M Sell
11,683
-15,726
-57% -$3.88M 0.5% 29
2023
Q3 		$6.3M Buy
27,409
+135
+0.5% +$32.5K 0.81% 21
2023
Q2 		$6.48M Buy
27,274
+244
+0.9% +$55.8K 0.84% 23
2023
Q1 		$6.09M Buy
27,030
+221
+0.8% +$49.2K 0.84% 25
2022
Q4 		$5.57M Buy
26,809
+1,341
+5% +$270K 0.81% 26
2022
Q3 		$4.52M Buy
25,468
+14,367
+129% +$2.92M 0.83% 28
2022
Q2 		$2.19M Sell
11,101
-2,234,098
-100% -$462M 0.55% 37
2022
Q1 		$10.1M Buy
2,245,199
+2,234,872
+21,641% +$483M 0.14% 78
2021
Q4 		$2.24M Buy
10,327
+1,163
+13% +$250K 0.63% 30
2021
Q3 		$2.04M Buy
9,164
+73
+0.8% +$17.1K 0.58% 29
2021
Q2 		$2.13M Sell
9,091
-1,052
-10% -$241K 0.7% 29
2021
Q1 		$2.15M Buy
10,143
+539
+6% +$113K 0.79% 28
2020
Q4 		$2.1M Buy
+9,604
New +$1.97M 0.77% 33

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aaron Wealth Advisors's V Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Visa (V) stake by 26% in Q2 2026, buying an estimated $1.78M and bringing the position to 26,947 shares worth $9.25M. The position accounts for 0.47% of the portfolio, ranked #35.

Aaron Wealth Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q1 2022. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aaron Wealth Advisors held 26,947 shares of Visa worth $9.25M as of Q2 2026.
  • Aaron Wealth Advisors bought 5,530 Visa shares in Q2 2026, an estimated $1.78M.
  • Visa made up 0.47% of Aaron Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Aaron Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Visa position peaked at $10.1M in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.