AWM
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Arista Wealth Management’s Visa V Stock Holding History

Arista 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 		$2.67M Buy
7,790
+190
+3% +$61K 0.29% 44
2026
Q1 		$2.3M Buy
7,600
+11
+0.1% +$3.54K 0.28% 48
2025
Q4 		$2.66M Sell
7,589
-150
-2% -$51.1K 0.33% 40
2025
Q3 		$2.64M Buy
7,739
+1,100
+17% +$381K 0.33% 41
2025
Q2 		$2.36M Buy
+6,639
New +$2.31M 0.33% 41

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Arista Wealth Management increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $61K and bringing the position to 7,790 shares worth $2.67M. The position accounts for 0.29% of the portfolio, ranked #44.

Arista Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 2,272 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Arista Wealth Management held 7,790 shares of Visa worth $2.67M as of Q2 2026.
  • Arista Wealth Management bought 190 Visa shares in Q2 2026, an estimated $61K.
  • Visa made up 0.29% of Arista Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Arista Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 2,272 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.