AWA
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Argo Wealth Advisory’s Visa V Stock Holding History

Argo Wealth Advisory’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 		$2.76M Sell
8,049
-124
-2% -$39.8K 1.52% 21
2026
Q1 		$2.47M Buy
8,173
+121
+2% +$38.9K 1.45% 26
2025
Q4 		$2.82M Buy
+8,052
New +$2.74M 1.69% 16

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

Argo Wealth Advisory's V Position: Q2 2026 in Review

Argo Wealth Advisory reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $39.8K and leaving 8,049 shares worth $2.76M. The position accounts for 1.52% of the portfolio, ranked #21.

Argo Wealth Advisory first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Argo Wealth Advisory held 8,049 shares of Visa worth $2.76M as of Q2 2026.
  • Argo Wealth Advisory sold 124 Visa shares in Q2 2026, an estimated $39.8K.
  • Visa made up 1.52% of Argo Wealth Advisory's portfolio in Q2 2026, its #21 holding.
  • Argo Wealth Advisory first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Argo Wealth Advisory's Visa position peaked at $2.82M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Argo Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.