AWM
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Able Wealth Management’s Visa V Stock Holding History

Able 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 		$314K Buy
+977
New +$314K 0.07% 105
2025
Q3 		– Sell
-706
Closed -$251K – 114
2025
Q2 		$251K Buy
+706
New +$246K 0.13% 92
2024
Q1 		– Sell
-509
Closed -$133K – 543
2023
Q4 		$133K Buy
+509
New +$125K 0.12% 88

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

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

Able Wealth Management opened a new position in Visa (V) in Q2 2026: 977 shares worth $314K. The stake represents 0.07% of the portfolio and ranks #105 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in V as recently as Q2 2025.

Able Wealth Management first reported a position in V in Q4 2023 and has held it in 3 quarters since. 4,574 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Able Wealth Management held 977 shares of Visa worth $314K as of Q2 2026.
  • Visa was a new Able Wealth Management position in Q2 2026.
  • Visa made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Able Wealth Management first reported a position in Visa in Q4 2023 and has held it in 3 quarters since.
  • 4,574 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.