AWM
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Altus Wealth Management’s Visa V Stock Holding History

Altus Wealth Management’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 		– Sell
-571
Closed -$200K – 30
2025
Q4 		$200K Buy
+571
New +$195K 0.09% 30
2025
Q3 		– Sell
-571
Closed -$203K – 30
2025
Q2 		$203K Sell
571
-120
-17% -$41.8K 0.1% 30
2025
Q1 		$242K Hold
691
– – 0.11% 38
2024
Q4 		$218K Buy
+691
New +$208K 0.1% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Altus Wealth Management's V Position: Q1 2026 in Review

Altus Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 571 shares — an estimated $200K sold.

Altus Wealth Management first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $242K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Altus Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Altus Wealth Management sold 571 Visa shares in Q1 2026, an estimated $200K.
  • Altus Wealth Management first reported a position in Visa in Q4 2024 and held it in 4 quarters.
  • Altus Wealth Management's Visa position peaked at $242K in Q1 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Altus Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.