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Aegis Wealth Management (Iowa)’s Visa V Stock Holding History

Aegis Wealth Management (Iowa)’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 		$421K Sell
1,227
-13
-1% -$4.17K 0.27% 70
2026
Q1 		$375K Buy
1,240
+56
+5% +$18K 0.29% 66
2025
Q4 		$415K Buy
+1,184
New +$403K 0.33% 61

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

Aegis Wealth Management (Iowa)'s V Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its Visa (V) stake by 1% in Q2 2026, selling an estimated $4.17K and leaving 1,227 shares worth $421K. The position accounts for 0.27% of the portfolio, ranked #70.

Aegis Wealth Management (Iowa) first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 1,227 shares of Visa worth $421K as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 13 Visa shares in Q2 2026, an estimated $4.17K.
  • Visa made up 0.27% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #70 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.