AWM
V icon

Aprio Wealth Management’s Visa V Stock Holding History

Aprio 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 		$4.89M Buy
14,249
+1,665
+13% +$535K 0.24% 85
2026
Q1 		$3.8M Sell
12,584
-553
-4% -$178K 0.21% 87
2025
Q4 		$4.61M Buy
13,137
+4,936
+60% +$1.68M 0.26% 78
2025
Q3 		$2.8M Buy
8,201
+336
+4% +$116K 0.28% 61
2025
Q2 		$2.79M Buy
7,865
+34
+0.4% +$11.9K 0.32% 56
2025
Q1 		$2.74M Buy
7,831
+1,195
+18% +$404K 0.34% 53
2024
Q4 		$2.1M Buy
6,636
+1,639
+33% +$493K 0.31% 53
2024
Q3 		$1.37M Buy
4,997
+2
+0% +$541 0.22% 62
2024
Q2 		$1.31M Buy
4,995
+228
+5% +$62.5K 0.24% 55
2024
Q1 		$1.33M Buy
4,767
+789
+20% +$218K 0.26% 46
2023
Q4 		$1.04M Buy
3,978
+180
+5% +$44.4K 0.23% 55
2023
Q3 		$874K Buy
3,798
+1,395
+58% +$335K 0.24% 52
2023
Q2 		$571K Buy
2,403
+74
+3% +$16.9K 0.16% 71
2023
Q1 		$525K Buy
2,329
+168
+8% +$37.4K 0.16% 64
2022
Q4 		$449K Buy
2,161
+306
+16% +$61.7K 0.16% 69
2022
Q3 		$330K Buy
1,855
+297
+19% +$60.4K 0.13% 70
2022
Q2 		$307K Sell
1,558
-974
-38% -$201K 0.12% 70
2022
Q1 		$562K Buy
2,532
+1,051
+71% +$227K 0.21% 50
2021
Q4 		$321K Sell
1,481
-45
-3% -$9.66K 0.13% 55
2021
Q3 		$340K Buy
1,526
+119
+8% +$27.9K 0.15% 52
2021
Q2 		$329K Buy
+1,407
New +$322K 0.16% 52
2020
Q4 		$496K Buy
2,269
+647
+40% +$132K 0.33% 30
2020
Q3 		$324K Buy
1,622
+245
+18% +$48.9K 0.23% 47
2020
Q2 		$266K Buy
1,377
+2
+0.1% +$365 0.26% 50
2020
Q1 		$222K Buy
+1,375
New +$259K 0.28% 52

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

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

Aprio Wealth Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $535K and bringing the position to 14,249 shares worth $4.89M. The position accounts for 0.24% of the portfolio, ranked #85.

Aprio Wealth Management first reported a position in V in Q1 2020 and has held it in 25 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aprio Wealth Management held 14,249 shares of Visa worth $4.89M as of Q2 2026.
  • Aprio Wealth Management bought 1,665 Visa shares in Q2 2026, an estimated $535K.
  • Visa made up 0.24% of Aprio Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Aprio Wealth Management first reported a position in Visa in Q1 2020 and has held it in 25 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.