AWC
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Abundance Wealth Counselors’s Visa V Stock Holding History

Abundance Wealth Counselors’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
Q1 		$2.78M Buy
9,211
+775
+9% +$249K 0.4% 36
2025
Q4 		$2.96M Buy
8,436
+453
+6% +$154K 0.5% 31
2025
Q3 		$2.73M Sell
7,983
-362
-4% -$125K 0.47% 35
2025
Q2 		$2.92M Buy
8,345
+37
+0.4% +$12.9K 0.55% 31
2025
Q1 		$2.87M Sell
8,308
-170
-2% -$57.5K 0.6% 31
2024
Q4 		$2.68M Buy
8,478
+211
+3% +$63.4K 0.58% 26
2024
Q3 		$2.27M Buy
8,267
+537
+7% +$145K 0.47% 29
2024
Q2 		$2.03M Sell
7,730
-459
-6% -$126K 0.93% 20
2024
Q1 		$2.29M Sell
8,189
-297
-3% -$82K 0.53% 29
2023
Q4 		$2.21M Buy
8,486
+146
+2% +$36K 0.57% 27
2023
Q3 		$1.92M Sell
8,340
-137
-2% -$32.9K 0.55% 29
2023
Q2 		$2.01M Sell
8,477
-118
-1% -$27K 1.04% 15
2023
Q1 		$1.94M Sell
8,595
-271
-3% -$60.3K 0.49% 29
2022
Q4 		$1.84M Buy
8,866
+233
+3% +$47K 0.5% 32
2022
Q3 		$1.53M Sell
8,633
-24
-0.3% -$4.88K 0.44% 32
2022
Q2 		$1.7M Buy
8,657
+226
+3% +$46.7K 0.46% 31
2022
Q1 		$1.87M Buy
8,431
+889
+12% +$192K 0.51% 28
2021
Q4 		$1.63M Buy
7,542
+143
+2% +$30.7K 0.42% 35
2021
Q3 		$1.65M Buy
+7,399
New +$1.74M 0.96% 13
2021
Q2 		– Sell
-6,991
Closed -$1.48M – 323
2021
Q1 		$1.48M Buy
6,991
+416
+6% +$87.6K 0.37% 19
2020
Q4 		$1.44M Buy
6,575
+187
+3% +$38.3K 0.36% 19
2020
Q3 		$1.28M Buy
6,388
+602
+10% +$120K 0.37% 18
2020
Q2 		$1.12M Buy
+5,786
New +$1.06M 0.34% 19

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Abundance Wealth Counselors's V Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Visa (V) stake by 9.2% in Q1 2026, buying an estimated $249K and bringing the position to 9,211 shares worth $2.78M. The position accounts for 0.4% of the portfolio, ranked #36.

Abundance Wealth Counselors first reported a position in V in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.96M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Abundance Wealth Counselors held 9,211 shares of Visa worth $2.78M as of Q1 2026.
  • Abundance Wealth Counselors bought 775 Visa shares in Q1 2026, an estimated $249K.
  • Visa made up 0.4% of Abundance Wealth Counselors's portfolio in Q1 2026, its #36 holding.
  • Abundance Wealth Counselors first reported a position in Visa in Q2 2020 and has held it in 23 quarters since.
  • Abundance Wealth Counselors's Visa position peaked at $2.96M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.