AWC
V icon

Adamsbrown Wealth Consultants’s Visa V Stock Holding History

Adamsbrown Wealth Consultants’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 		$330K Buy
+962
New +$309K 0.06% 113
2026
Q1 		– Sell
-620
Closed -$217K – 144
2025
Q4 		$217K Buy
620
+4
+0.6% +$1.36K 0.06% 116
2025
Q3 		$210K Buy
616
+16
+3% +$5.54K 0.06% 110
2025
Q2 		$213K Hold
600
– – 0.06% 100
2025
Q1 		$210K Buy
+600
New +$203K 0.07% 98

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

Adamsbrown Wealth Consultants's V Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in Visa (V) in Q2 2026: 962 shares worth $330K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Adamsbrown Wealth Consultants previously reported a position in V as recently as Q4 2025.

Adamsbrown Wealth Consultants first reported a position in V in Q1 2025 and has held it in 5 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Adamsbrown Wealth Consultants held 962 shares of Visa worth $330K as of Q2 2026.
  • Visa was a new Adamsbrown Wealth Consultants position in Q2 2026.
  • Visa made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #113 holding.
  • Adamsbrown Wealth Consultants first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.