Aspen Wealth Strategies’s Visa V Stock Holding History

Aspen Wealth Strategies’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 Q1	$742K	Buy	2,454 +42	+2%	+$13.5K	0.4%	42
2025 Q4	$846K	Sell	2,412 -92	-4%	-$31.3K	0.46%	32
2025 Q3	$855K	Buy	2,504 +13	+0.5%	+$4.5K	0.47%	32
2025 Q2	$884K	Sell	2,491 -93	-4%	-$32.4K	0.53%	29
2025 Q1	$906K	Sell	2,584 -85	-3%	-$28.8K	0.59%	28
2024 Q4	$844K	Buy	2,669 +39	+1%	+$11.7K	0.54%	32
2024 Q3	$723K	Buy	2,630 +9	+0.3%	+$2.43K	0.47%	29
2024 Q2	$715K	Sell	2,621 -168	-6%	-$46K	0.5%	29
2024 Q1	$778K	Sell	2,789 -642	-19%	-$177K	0.54%	28
2023 Q4	$893K	Buy	3,431 +32	+0.9%	+$7.89K	0.65%	31
2023 Q3	$782K	Sell	3,399 -61	-2%	-$14.7K	0.61%	30
2023 Q2	$822K	Sell	3,460 -359	-9%	-$82.2K	0.62%	28
2023 Q1	$861K	Sell	3,819 -55	-1%	-$12.2K	0.67%	20
2022 Q4	$805K	Buy	+3,874	New	+$781K	0.64%	25

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aspen Wealth Strategies's V Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Visa (V) stake by 1.7% in Q1 2026, buying an estimated $13.5K and bringing the position to 2,454 shares worth $742K. The position accounts for 0.4% of the portfolio, ranked #42.

Aspen Wealth Strategies first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $906K in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Aspen Wealth Strategies held 2,454 shares of Visa worth $742K as of Q1 2026.
Aspen Wealth Strategies bought 42 Visa shares in Q1 2026, an estimated $13.5K.
Visa made up 0.4% of Aspen Wealth Strategies's portfolio in Q1 2026, its #42 holding.
Aspen Wealth Strategies first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's Visa position peaked at $906K in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.