AWM
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Apex Wealth Management’s Visa V Stock Holding History

Apex 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 		$324K Buy
945
+2
+0.2% +$642 0.2% 54
2026
Q1 		$285K Buy
943
+11
+1% +$3.54K 0.2% 54
2025
Q4 		$306K Buy
932
+10
+1% +$3.41K 0.31% 42
2025
Q3 		$315K Buy
922
+14
+2% +$4.84K 0.23% 49
2025
Q2 		$322K Buy
908
+35
+4% +$12.2K 0.26% 42
2025
Q1 		$306K Buy
873
+16
+2% +$5.41K 0.28% 41
2024
Q4 		$271K Buy
+857
New +$258K 0.23% 43

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

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

Apex Wealth Management increased its Visa (V) stake by 0.21% in Q2 2026, buying an estimated $642 and bringing the position to 945 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #54.

Apex Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Apex Wealth Management held 945 shares of Visa worth $324K as of Q2 2026.
  • Apex Wealth Management bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.2% of Apex Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Apex Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.