AWM
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Abound Wealth Management’s Visa V Stock Holding History

Abound 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 		$256K Sell
745
-185
-20% -$59.4K 0.05% 83
2026
Q1 		$281K Buy
930
+225
+32% +$72.3K 0.06% 72
2025
Q4 		$247K Sell
705
-174
-20% -$59.3K 0.06% 76
2025
Q3 		$300K Buy
879
+122
+16% +$42.2K 0.08% 59
2025
Q2 		$269K Sell
757
-110
-13% -$38.3K 0.08% 59
2025
Q1 		$304K Sell
867
-79
-8% -$26.7K 0.1% 52
2024
Q4 		$299K Sell
946
-4
-0.4% -$1.2K 0.1% 50
2024
Q3 		$261K Buy
950
+107
+13% +$28.9K 0.09% 52
2024
Q2 		$221K Buy
843
+65
+8% +$17.8K 0.08% 57
2024
Q1 		$217K Sell
778
-95
-11% -$26.2K 0.08% 59
2023
Q4 		$227K Buy
873
+43
+5% +$10.6K 0.09% 51
2023
Q3 		$191K Buy
830
+11
+1% +$2.64K 0.08% 54
2023
Q2 		$194K Buy
819
+317
+63% +$72.6K 0.08% 53
2023
Q1 		$113K Sell
502
-382
-43% -$85K 0.05% 70
2022
Q4 		$184K Buy
884
+435
+97% +$87.7K 0.09% 50
2022
Q3 		$79.8K Buy
+449
New +$91.4K 0.04% 73

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Abound Wealth Management reduced its Visa (V) stake by 20% in Q2 2026, selling an estimated $59.4K and leaving 745 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #83.

Abound Wealth Management first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $304K in Q1 2025. 2,436 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Abound Wealth Management held 745 shares of Visa worth $256K as of Q2 2026.
  • Abound Wealth Management sold 185 Visa shares in Q2 2026, an estimated $59.4K.
  • Visa made up 0.05% of Abound Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Abound Wealth Management first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Visa position peaked at $304K in Q1 2025.
  • 2,436 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.