Arrowroot Family Office’s Visa V Stock Holding History

Arrowroot Family Office’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	$1.13M	Sell	3,298 -476	-13%	-$153K	0.32%	63
2026 Q1	$1.14M	Sell	3,774 -451	-11%	-$145K	0.38%	60
2025 Q4	$1.48M	Buy	4,225 +115	+3%	+$39.2K	0.54%	45
2025 Q3	$1.4M	Buy	4,110 +292	+8%	+$101K	0.56%	42
2025 Q2	$1.36M	Buy	+3,818	New	+$1.33M	0.61%	44
2024 Q4	$1.24M	Buy	3,938 +2,996	+318%	+$901K	0.65%	40
2024 Q3	$259K	Buy	942 +17	+2%	+$4.6K	0.15%	108
2024 Q2	$243K	Buy	925 +24	+3%	+$6.58K	0.16%	107
2024 Q1	$251K	Buy	901 +99	+12%	+$27.3K	0.16%	112
2023 Q4	$209K	Buy	+802	New	+$198K	0.15%	120

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

Arrowroot Family Office's V Position: Q2 2026 in Review

Arrowroot Family Office reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $153K and leaving 3,298 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #63.

Arrowroot Family Office first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

Arrowroot Family Office held 3,298 shares of Visa worth $1.13M as of Q2 2026.
Arrowroot Family Office sold 476 Visa shares in Q2 2026, an estimated $153K.
Visa made up 0.32% of Arrowroot Family Office's portfolio in Q2 2026, its #63 holding.
Arrowroot Family Office first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Arrowroot Family Office's Visa position peaked at $1.48M in Q4 2025.
4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.