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Acumen Wealth Advisors’s Visa V Stock Holding History

Acumen 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 		$4.72M Sell
13,764
-3,703
-21% -$1.19M 1% 28
2026
Q1 		$5.28M Buy
17,467
+1,384
+9% +$445K 1.42% 18
2025
Q4 		$5.64M Buy
+16,083
New +$5.48M 1.62% 17

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

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

Acumen Wealth Advisors reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $1.19M and leaving 13,764 shares worth $4.72M. The position accounts for 1% of the portfolio, ranked #28.

Acumen Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.64M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Acumen Wealth Advisors held 13,764 shares of Visa worth $4.72M as of Q2 2026.
  • Acumen Wealth Advisors sold 3,703 Visa shares in Q2 2026, an estimated $1.19M.
  • Visa made up 1% of Acumen Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Acumen Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Visa position peaked at $5.64M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.