Acorn Wealth Advisors’s Visa V Stock Holding History

Acorn Wealth Advisors’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	$930K	Sell	2,711 -119	-4%	-$38.2K	0.23%	95
2026 Q1	$855K	Sell	2,830 -94	-3%	-$30.2K	0.25%	87
2025 Q4	$1.03M	Sell	2,924 -87	-3%	-$29.6K	0.31%	72
2025 Q3	$1.03M	Buy	3,011 +150	+5%	+$51.9K	0.32%	69
2025 Q2	$1.02M	Buy	2,861 +127	+5%	+$44.3K	0.38%	64
2025 Q1	$958K	Sell	2,734 -2	-0.1%	-$677	0.4%	56
2024 Q4	$865K	Buy	2,736 +11	+0.4%	+$3.31K	0.36%	60
2024 Q3	$749K	Buy	+2,725	New	+$737K	0.32%	69
2018 Q3	–	Sell	-788	Closed	-$104K	–	423
2018 Q2	$104K	Buy	788 +1	+0.1%	+$129	0.09%	179
2018 Q1	$101K	Buy	787 +1	+0.1%	+$121	0.09%	180
2017 Q4	$94K	Buy	+786	New	+$86.8K	0.09%	178

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Acorn Wealth Advisors's V Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Visa (V) stake by 4.2% in Q2 2026, selling an estimated $38.2K and leaving 2,711 shares worth $930K. The position accounts for 0.23% of the portfolio, ranked #95.

Acorn Wealth Advisors first reported a position in V in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold V as of Q2 2026.

Acorn Wealth Advisors held 2,711 shares of Visa worth $930K as of Q2 2026.
Acorn Wealth Advisors sold 119 Visa shares in Q2 2026, an estimated $38.2K.
Visa made up 0.23% of Acorn Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Acorn Wealth Advisors first reported a position in Visa in Q4 2017 and has held it in 11 quarters since.
Acorn Wealth Advisors's Visa position peaked at $1.03M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.