Ariadne Wealth Management’s Visa V Stock Holding History

Ariadne Wealth Management’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	$1.8M	Sell	5,248 -62	-1%	-$19.9K	0.8%	27
2026 Q1	$1.6M	Buy	5,310 +42	+0.8%	+$13.5K	0.72%	30
2025 Q4	$1.71M	Buy	5,268 +111	+2%	+$37.8K	0.71%	31
2025 Q3	$1.74M	Buy	5,157 +195	+4%	+$67.5K	0.78%	29
2025 Q2	$1.7M	Sell	4,962 -141	-3%	-$49.1K	0.81%	29
2025 Q1	$1.8M	Sell	5,103 -63	-1%	-$21.3K	0.94%	25
2024 Q4	$1.81M	Buy	5,166 +377	+8%	+$113K	0.83%	29
2024 Q3	$1.46M	Buy	+4,789	New	+$1.29M	0.8%	28

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ariadne Wealth Management's V Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $19.9K and leaving 5,248 shares worth $1.8M. The position accounts for 0.8% of the portfolio, ranked #27.

Ariadne Wealth Management first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2024. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ariadne Wealth Management held 5,248 shares of Visa worth $1.8M as of Q2 2026.
Ariadne Wealth Management sold 62 Visa shares in Q2 2026, an estimated $19.9K.
Visa made up 0.8% of Ariadne Wealth Management's portfolio in Q2 2026, its #27 holding.
Ariadne Wealth Management first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Visa position peaked at $1.81M in Q4 2024.
4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.