AWA
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Arkadios Wealth Advisors’s Visa V Stock Holding History

Arkadios 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 		$20.9M Buy
60,859
+1,092
+2% +$351K 0.32% 65
2026
Q1 		$18.1M Buy
59,767
+2,070
+4% +$666K 0.29% 69
2025
Q4 		$20.2M Buy
57,697
+12,526
+28% +$4.27M 0.39% 44
2025
Q3 		$15.4M Buy
45,171
+6,737
+18% +$2.33M 0.37% 42
2025
Q2 		$13.6M Buy
38,434
+8,180
+27% +$2.85M 0.4% 40
2025
Q1 		$10.6M Buy
30,254
+12,318
+69% +$4.17M 0.4% 46
2024
Q4 		$5.67M Sell
17,936
-496
-3% -$149K 0.31% 63
2024
Q3 		$5.07M Buy
18,432
+1,970
+12% +$533K 0.29% 71
2024
Q2 		$4.32M Buy
16,462
+3,352
+26% +$919K 0.29% 67
2024
Q1 		$3.66M Sell
13,110
-23
-0.2% -$6.35K 0.28% 82
2023
Q4 		$3.42M Buy
13,133
+803
+7% +$198K 0.29% 83
2023
Q3 		$2.84M Buy
12,330
+1,292
+12% +$311K 0.27% 94
2023
Q2 		$2.62M Buy
11,038
+4
+0% +$915 0.3% 80
2023
Q1 		$2.49M Sell
11,034
-321
-3% -$71.4K 0.3% 89
2022
Q4 		$2.36M Buy
11,355
+392
+4% +$79.1K 0.31% 89
2022
Q3 		$1.95M Buy
10,963
+1,650
+18% +$336K 0.3% 90
2022
Q2 		$1.83M Buy
9,313
+1,185
+15% +$245K 0.27% 100
2022
Q1 		$1.8M Buy
8,128
+1,328
+20% +$287K 0.24% 109
2021
Q4 		$1.47M Buy
6,800
+356
+6% +$76.4K 0.2% 123
2021
Q3 		$1.44M Sell
6,444
-1,988
-24% -$466K 0.21% 118
2021
Q2 		$1.97M Buy
8,432
+1,271
+18% +$291K 0.24% 113
2021
Q1 		$1.52M Sell
7,161
-1,107
-13% -$233K 0.25% 104
2020
Q4 		$1.81M Buy
8,268
+1,510
+22% +$309K 0.38% 74
2020
Q3 		$1.35M Buy
6,758
+105
+2% +$21K 0.68% 32
2020
Q2 		$1.29M Buy
6,653
+216
+3% +$39.5K 0.71% 29
2020
Q1 		$1.04M Sell
6,437
-1,668
-21% -$314K 0.66% 30
2019
Q4 		$1.68M Buy
+8,105
New +$1.46M 1.01% 20

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

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

Arkadios Wealth Advisors increased its Visa (V) stake by 1.8% in Q2 2026, buying an estimated $351K and bringing the position to 60,859 shares worth $20.9M. The position accounts for 0.32% of the portfolio, ranked #65.

Arkadios Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Arkadios Wealth Advisors held 60,859 shares of Visa worth $20.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,092 Visa shares in Q2 2026, an estimated $351K.
  • Visa made up 0.32% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Arkadios Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.