AWM
V icon

Aberdeen Wealth Management’s Visa V Stock Holding History

Aberdeen 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
Q2 		$247K Sell
720
-606
-46% -$195K 0.12% 109
2026
Q1 		$401K Hold
1,326
– – 0.18% 102
2025
Q4 		$465K Hold
1,326
– – 0.22% 92
2025
Q3 		$453K Hold
1,326
– – 0.28% 89
2025
Q2 		$471K Hold
1,326
– – 0.31% 88
2025
Q1 		$465K Hold
1,326
– – 0.32% 87
2024
Q4 		$419K Sell
1,326
-49
-4% -$14.7K 0.29% 95
2024
Q3 		$378K Hold
1,375
– – 0.25% 102
2024
Q2 		$361K Hold
1,375
– – 0.24% 105
2024
Q1 		$384K Sell
1,375
-254
-16% -$70.1K 0.22% 111
2023
Q4 		$424K Buy
1,629
+1
+0.1% +$246 0.31% 97
2023
Q3 		$374K Buy
1,628
+1
+0.1% +$240 0.28% 101
2023
Q2 		$386K Hold
1,627
– – 0.28% 102
2023
Q1 		$367K Sell
1,627
-1
-0.1% -$223 0.27% 100
2022
Q4 		$338K Buy
1,628
+1
+0.1% +$202 0.26% 105
2022
Q3 		$289K Hold
1,627
– – 0.25% 104
2022
Q2 		$320K Buy
1,627
+1
+0.1% +$207 0.25% 105
2022
Q1 		$361K Hold
1,626
– – 0.25% 107
2021
Q4 		$352K Buy
1,626
+1
+0.1% +$215 0.23% 106
2021
Q3 		$362K Sell
1,625
-50
-3% -$11.7K 0.35% 96
2021
Q2 		$392K Buy
1,675
+101
+6% +$23.1K 0.36% 92
2021
Q1 		$333K Sell
1,574
-334
-18% -$70.3K 0.26% 107
2020
Q4 		$417K Buy
1,908
+335
+21% +$68.6K 0.31% 85
2020
Q3 		$315K Sell
1,573
-1,418
-47% -$283K 0.3% 97
2020
Q2 		$578K Buy
2,991
+989
+49% +$181K 0.62% 56
2020
Q1 		$323K Sell
2,002
-10
-0.5% -$1.88K 0.39% 76
2019
Q4 		$378K Buy
+2,012
New +$363K 0.28% 92

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aberdeen Wealth Management's V Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Visa (V) stake by 46% in Q2 2026, selling an estimated $195K and leaving 720 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #109.

Aberdeen Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $578K in Q2 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aberdeen Wealth Management held 720 shares of Visa worth $247K as of Q2 2026.
  • Aberdeen Wealth Management sold 606 Visa shares in Q2 2026, an estimated $195K.
  • Visa made up 0.12% of Aberdeen Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Aberdeen Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Visa position peaked at $578K in Q2 2020.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.