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

Aegis Wealth Management (Maryland)’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 		$290K Sell
846
-20
-2% -$6.42K 0.14% 131
2026
Q1 		$262K Sell
866
-50
-5% -$16.1K 0.15% 106
2025
Q4 		$321K Buy
916
+50
+6% +$17K 0.18% 90
2025
Q3 		$296K Sell
866
-82
-9% -$28.4K 0.16% 97
2025
Q2 		$332K Hold
948
– – 0.2% 81
2025
Q1 		$332K Hold
948
– – 0.2% 86
2024
Q4 		$300K Buy
+948
New +$285K 0.2% 83

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 (Maryland)'s V Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $6.42K and leaving 846 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #131.

Aegis Wealth Management (Maryland) first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 846 shares of Visa worth $290K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 0.14% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #131 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Visa position peaked at $332K in Q2 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.