AWM
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Angeles Wealth Management’s Visa V Stock Holding History

Angeles 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
Q2 		$10.7M Buy
31,305
+3,929
+14% +$1.26M 0.49% 27
2026
Q1 		$8.27M Buy
27,376
+1,583
+6% +$509K 0.45% 31
2025
Q4 		$9.05M Buy
25,793
+1,878
+8% +$640K 0.5% 28
2025
Q3 		$8.16M Buy
23,915
+5,676
+31% +$1.96M 0.5% 28
2025
Q2 		$6.48M Buy
18,239
+2,111
+13% +$736K 0.44% 26
2025
Q1 		$5.65M Buy
16,128
+200
+1% +$67.7K 0.47% 27
2024
Q4 		$5.03M Buy
15,928
+1,064
+7% +$320K 0.41% 29
2024
Q3 		$4.09M Buy
14,864
+3,080
+26% +$833K 0.35% 32
2024
Q2 		$3.09M Buy
11,784
+792
+7% +$217K 0.29% 36
2024
Q1 		$3.07M Buy
10,992
+1,373
+14% +$379K 0.31% 36
2023
Q4 		$2.5M Buy
9,619
+561
+6% +$138K 0.31% 32
2023
Q3 		$2.08M Buy
9,058
+1,213
+15% +$292K 0.29% 35
2023
Q2 		$1.86M Buy
7,845
+189
+2% +$43.3K 0.25% 44
2023
Q1 		$1.73M Buy
7,656
+365
+5% +$81.2K 0.26% 46
2022
Q4 		$1.51M Sell
7,291
-1,071
-13% -$216K 0.27% 50
2022
Q3 		$1.49M Buy
8,362
+771
+10% +$157K 0.29% 43
2022
Q2 		$1.5M Buy
7,591
+59
+0.8% +$12.2K 0.3% 42
2022
Q1 		$1.67M Buy
+7,532
New +$1.63M 0.32% 41

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Angeles Wealth Management's V Position: Q2 2026 in Review

Angeles Wealth Management increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $1.26M and bringing the position to 31,305 shares worth $10.7M. The position accounts for 0.49% of the portfolio, ranked #27.

Angeles Wealth Management first reported a position in V in Q1 2022 and has held it in 18 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Angeles Wealth Management held 31,305 shares of Visa worth $10.7M as of Q2 2026.
  • Angeles Wealth Management bought 3,929 Visa shares in Q2 2026, an estimated $1.26M.
  • Visa made up 0.49% of Angeles Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Angeles Wealth Management first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.