Ables Iannone Moore & Associates’s Visa V Stock Holding History

Ables Iannone Moore & Associates’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	$7.64M	Sell	22,264 -657	-3%	-$211K	4.07%	6
2026 Q1	$6.93M	Sell	22,921 -807	-3%	-$259K	4.12%	6
2025 Q4	$8.32M	Sell	23,728 -160	-0.7%	-$54.5K	4.56%	5
2025 Q3	$8.15M	Sell	23,888 -108	-0.5%	-$37.4K	4.69%	5
2025 Q2	$8.52M	Sell	23,996 -307	-1%	-$107K	5.3%	5
2025 Q1	$8.52M	Sell	24,303 -231	-0.9%	-$78.2K	5.8%	5
2024 Q4	$7.75M	Sell	24,534 -269	-1%	-$80.9K	4.78%	6
2024 Q3	$6.82M	Buy	24,803 +2,295	+10%	+$620K	4.41%	6
2024 Q2	$5.91M	Sell	22,508 -59	-0.3%	-$16.2K	3.91%	7
2024 Q1	$6.3M	Sell	22,567 -126	-0.6%	-$34.8K	4.5%	6
2023 Q4	$5.91M	Buy	+22,693	New	+$5.59M	4.51%	6

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ables Iannone Moore & Associates's V Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its Visa (V) stake by 2.9% in Q2 2026, selling an estimated $211K and leaving 22,264 shares worth $7.64M. The position accounts for 4.07% of the portfolio, ranked #6.

Ables Iannone Moore & Associates first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.52M in Q2 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ables Iannone Moore & Associates held 22,264 shares of Visa worth $7.64M as of Q2 2026.
Ables Iannone Moore & Associates sold 657 Visa shares in Q2 2026, an estimated $211K.
Visa made up 4.07% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #6 holding.
Ables Iannone Moore & Associates first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Ables Iannone Moore & Associates's Visa position peaked at $8.52M in Q2 2025.
930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.