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Argos Wealth Advisors’s Visa V Stock Holding History

Argos Wealth Advisors’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 		$2.06M Buy
6,012
+201
+3% +$64.5K 0.55% 28
2026
Q1 		$1.76M Sell
5,811
-113
-2% -$36.3K 0.51% 27
2025
Q4 		$2.08M Buy
+5,924
New +$2.02M 0.56% 23

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

Argos Wealth Advisors's V Position: Q2 2026 in Review

Argos Wealth Advisors increased its Visa (V) stake by 3.5% in Q2 2026, buying an estimated $64.5K and bringing the position to 6,012 shares worth $2.06M. The position accounts for 0.55% of the portfolio, ranked #28.

Argos Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Argos Wealth Advisors held 6,012 shares of Visa worth $2.06M as of Q2 2026.
  • Argos Wealth Advisors bought 201 Visa shares in Q2 2026, an estimated $64.5K.
  • Visa made up 0.55% of Argos Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Argos Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Argos Wealth Advisors's Visa position peaked at $2.08M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.