AWA
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Aletheian Wealth Advisors’s Visa V Stock Holding History

Aletheian 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 		$574K Buy
1,674
+187
+13% +$60K 0.25% 61
2026
Q1 		$449K Buy
+1,487
New +$478K 0.22% 61
2025
Q3 		$593K Sell
1,738
-20
-1% -$6.92K 0.28% 53
2025
Q2 		$624K Sell
1,758
-78
-4% -$27.2K 0.31% 50
2025
Q1 		$643K Buy
1,836
+292
+19% +$98.8K 0.36% 49
2024
Q4 		$488K Buy
1,544
+37
+2% +$11.1K 0.29% 52
2024
Q3 		$414K Sell
1,507
-2,197
-59% -$594K 0.24% 57
2024
Q2 		$972K Buy
3,704
+244
+7% +$66.9K 0.51% 46
2024
Q1 		$966K Sell
3,460
-420
-11% -$116K 0.52% 46
2023
Q4 		$1.01M Sell
3,880
-85
-2% -$21K 0.67% 37
2023
Q3 		$912K Sell
3,965
-1,402
-26% -$337K 0.7% 38
2023
Q2 		$1.27M Buy
5,367
+4,351
+428% +$996K 0.87% 31
2023
Q1 		$229K Buy
+1,016
New +$226K 0.2% 59

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $60K and bringing the position to 1,674 shares worth $574K. The position accounts for 0.25% of the portfolio, ranked #61.

Aletheian Wealth Advisors first reported a position in V in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q2 2023. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aletheian Wealth Advisors held 1,674 shares of Visa worth $574K as of Q2 2026.
  • Aletheian Wealth Advisors bought 187 Visa shares in Q2 2026, an estimated $60K.
  • Visa made up 0.25% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Aletheian Wealth Advisors first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
  • Aletheian Wealth Advisors's Visa position peaked at $1.27M in Q2 2023.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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