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AGH Wealth Advisors’s Visa V Stock Holding History

AGH 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
Q1 		$903K Sell
2,987
-90
-3% -$28.9K 0.66% 30
2025
Q4 		$1.08M Sell
3,077
-514
-14% -$175K 0.81% 23
2025
Q3 		$1.23M Sell
3,591
-190
-5% -$65.8K 0.9% 23
2025
Q2 		$1.34M Sell
3,781
-159
-4% -$55.4K 1.11% 18
2025
Q1 		$1.38M Sell
3,940
-187
-5% -$63.3K 1.33% 17
2024
Q4 		$1.3M Buy
+4,127
New +$1.24M 1.21% 19

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AGH Wealth Advisors's V Position: Q1 2026 in Review

AGH Wealth Advisors reduced its Visa (V) stake by 2.9% in Q1 2026, selling an estimated $28.9K and leaving 2,987 shares worth $903K. The position accounts for 0.66% of the portfolio, ranked #30.

AGH Wealth Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • AGH Wealth Advisors held 2,987 shares of Visa worth $903K as of Q1 2026.
  • AGH Wealth Advisors sold 90 Visa shares in Q1 2026, an estimated $28.9K.
  • Visa made up 0.66% of AGH Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • AGH Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Visa position peaked at $1.38M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.