AWA
V icon

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
Q2 		$1.12M Buy
3,271
+284
+10% +$91.2K 0.71% 30
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 $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

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

AGH Wealth Advisors increased its Visa (V) stake by 9.5% in Q2 2026, buying an estimated $91.2K and bringing the position to 3,271 shares worth $1.12M. The position accounts for 0.71% of the portfolio, ranked #30.

AGH Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AGH Wealth Advisors held 3,271 shares of Visa worth $1.12M as of Q2 2026.
  • AGH Wealth Advisors bought 284 Visa shares in Q2 2026, an estimated $91.2K.
  • Visa made up 0.71% of AGH Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • AGH Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Visa position peaked at $1.38M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.