AWA
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ARQ Wealth Advisors’s Visa V Stock Holding History

ARQ 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 		$623K Buy
1,764
+163
+10% +$52.3K 0.08% 137
2026
Q1 		$484K Buy
+1,601
New +$515K 0.09% 133
2025
Q3 		– Sell
-1,012
Closed -$355K – 147
2025
Q2 		$355K Hold
1,012
– – 0.12% 82
2025
Q1 		$355K Buy
1,012
+41
+4% +$13.9K 0.13% 77
2024
Q4 		$307K Sell
971
-185
-16% -$55.6K 0.12% 82
2024
Q3 		$320K Sell
1,156
-5
-0.4% -$1.35K 0.12% 79
2024
Q2 		$305K Sell
1,161
-262
-18% -$71.8K 0.13% 73
2024
Q1 		$397K Buy
+1,423
New +$393K 0.17% 66

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

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

ARQ Wealth Advisors increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,764 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #137.

ARQ Wealth Advisors first reported a position in V in Q1 2024 and has held it in 8 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • ARQ Wealth Advisors held 1,764 shares of Visa worth $623K as of Q2 2026.
  • ARQ Wealth Advisors bought 163 Visa shares in Q2 2026, an estimated $52.3K.
  • Visa made up 0.08% of ARQ Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • ARQ Wealth Advisors first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.