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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
Q2 		$208K Buy
+605
New +$194K 0.1% 55
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 $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

Arcadia Wealth Management (New York)'s V Position: Q2 2026 in Review

Arcadia Wealth Management (New York) opened a new position in Visa (V) in Q2 2026: 605 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Arcadia Wealth Management (New York) previously reported a position in V as recently as Q4 2025.

Arcadia Wealth Management (New York) first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $212K in Q4 2025. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Arcadia Wealth Management (New York) held 605 shares of Visa worth $208K as of Q2 2026.
  • Visa was a new Arcadia Wealth Management (New York) position in Q2 2026.
  • Visa made up 0.1% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #55 holding.
  • Arcadia Wealth Management (New York) first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Arcadia Wealth Management (New York)'s Visa position peaked at $212K in Q4 2025.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.