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Allied Private Wealth’s Visa V Stock Holding History

Allied Private Wealth’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 		$425K Buy
+1,222
New +$392K 0.27% 67

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

Allied Private Wealth's V Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Visa (V) in Q2 2026: 1,222 shares worth $425K. The stake represents 0.27% of the portfolio and ranks #67 among its holdings.

4,561 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Allied Private Wealth held 1,222 shares of Visa worth $425K as of Q2 2026.
  • Visa was a new Allied Private Wealth position in Q2 2026.
  • Visa made up 0.27% of Allied Private Wealth's portfolio in Q2 2026, its #67 holding.
  • 4,561 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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