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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
Q2 		$929K Buy
2,709
+255
+10% +$81.9K 0.45% 33
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
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

Aspen Wealth Strategies's V Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $81.9K and bringing the position to 2,709 shares worth $929K. The position accounts for 0.45% of the portfolio, ranked #33.

Aspen Wealth Strategies first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,572 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aspen Wealth Strategies held 2,709 shares of Visa worth $929K as of Q2 2026.
  • Aspen Wealth Strategies bought 255 Visa shares in Q2 2026, an estimated $81.9K.
  • Visa made up 0.45% of Aspen Wealth Strategies's portfolio in Q2 2026, its #33 holding.
  • Aspen Wealth Strategies first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,572 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.