AWMNY
V icon

Arcadia Wealth Management (New York)’s Visa V Stock Holding History

Arcadia Wealth Management (New York)’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
-605
Closed -$212K – 59
2025
Q4 		$212K Hold
605
– – 0.12% 47
2025
Q3 		$207K Buy
605
+23
+4% +$7.96K 0.13% 50
2025
Q2 		$207K Hold
582
– – 0.14% 44
2025
Q1 		$204K Buy
+582
New +$197K 0.16% 45

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arcadia Wealth Management (New York)'s V Position: Q1 2026 in Review

Arcadia Wealth Management (New York) sold out of Visa (V) in Q1 2026, closing a stake of 605 shares — an estimated $212K sold.

Arcadia Wealth Management (New York) first reported a position in V in Q1 2025 and held it in 4 quarters. The position peaked at $212K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Arcadia Wealth Management (New York) reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Arcadia Wealth Management (New York) sold 605 Visa shares in Q1 2026, an estimated $212K.
  • Arcadia Wealth Management (New York) first reported a position in Visa in Q1 2025 and held it in 4 quarters.
  • Arcadia Wealth Management (New York)'s Visa position peaked at $212K in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.