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Arbor Wealth Management (Arizona)’s Visa V Stock Holding History

Arbor Wealth Management (Arizona)’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
-169
Closed -$59.3K – 89
2025
Q4 		$59.3K Buy
+169
New +$57.6K 0.05% 47

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

Arbor Wealth Management (Arizona)'s V Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of Visa (V) in Q1 2026, closing a stake of 169 shares — an estimated $59.3K sold.

Arbor Wealth Management (Arizona) first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $59.3K in Q4 2025. 4,476 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 169 Visa shares in Q1 2026, an estimated $59.3K.
  • Arbor Wealth Management (Arizona) first reported a position in Visa in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s Visa position peaked at $59.3K in Q4 2025.
  • 4,476 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.