AWAG
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ARS Wealth Advisors Group’s Visa V Stock Holding History

ARS Wealth Advisors Group’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 		$956K Buy
2,787
+37
+1% +$11.9K 0.07% 98
2026
Q1 		$831K Buy
2,750
+385
+16% +$124K 0.07% 94
2025
Q4 		$829K Sell
2,365
-58
-2% -$19.8K 0.07% 89
2025
Q3 		$827K Buy
2,423
+260
+12% +$90K 0.08% 87
2025
Q2 		$768K Buy
2,163
+50
+2% +$17.4K 0.09% 86
2025
Q1 		$741K Sell
2,113
-138
-6% -$46.7K 0.1% 75
2024
Q4 		$711K Buy
2,251
+122
+6% +$36.7K 0.1% 77
2024
Q3 		$585K Sell
2,129
-6
-0.3% -$1.62K 0.07% 95
2024
Q2 		$560K Sell
2,135
-145
-6% -$39.7K 0.07% 90
2024
Q1 		$636K Sell
2,280
-51
-2% -$14.1K 0.09% 86
2023
Q4 		$607K Buy
2,331
+114
+5% +$28.1K 0.09% 85
2023
Q3 		$510K Sell
2,217
-13
-0.6% -$3.13K 0.08% 91
2023
Q2 		$530K Sell
2,230
-219
-9% -$50.1K 0.08% 93
2023
Q1 		$552K Sell
2,449
-190
-7% -$42.3K 0.1% 79
2022
Q4 		$548K Sell
2,639
-5,707
-68% -$1.15M 0.09% 83
2022
Q3 		$1.48M Sell
8,346
-111
-1% -$22.6K 0.23% 61
2022
Q2 		$1.67M Hold
8,457
– – 0.23% 72
2022
Q1 		$1.88M Sell
8,457
-554
-6% -$120K 0.33% 46
2021
Q4 		$1.95M Sell
9,011
-684
-7% -$147K 0.33% 43
2021
Q3 		$2.16M Buy
+9,695
New +$2.27M 0.39% 42

Other funds holding V

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

ARS Wealth Advisors Group's V Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,787 shares worth $956K. The position accounts for 0.07% of the portfolio, ranked #98.

ARS Wealth Advisors Group first reported a position in V in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.16M in Q3 2021. 1,822 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • ARS Wealth Advisors Group held 2,787 shares of Visa worth $956K as of Q2 2026.
  • ARS Wealth Advisors Group bought 37 Visa shares in Q2 2026, an estimated $11.9K.
  • Visa made up 0.07% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #98 holding.
  • ARS Wealth Advisors Group first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Visa position peaked at $2.16M in Q3 2021.
  • 1,822 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.