AOWM
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Asset One Wealth Management’s Visa V Stock Holding History

Asset One Wealth Management’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 		$5.12M Buy
16,525
+4,033
+32% +$1.3M 0.57% 43
2025
Q4 		$4.17M Buy
+12,492
New +$4.26M 0.57% 45

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Asset One Wealth Management's V Position: Q1 2026 in Review

Asset One Wealth Management increased its Visa (V) stake by 32% in Q1 2026, buying an estimated $1.3M and bringing the position to 16,525 shares worth $5.12M. The position accounts for 0.57% of the portfolio, ranked #43.

Asset One Wealth Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Asset One Wealth Management held 16,525 shares of Visa worth $5.12M as of Q1 2026.
  • Asset One Wealth Management bought 4,033 Visa shares in Q1 2026, an estimated $1.3M.
  • Visa made up 0.57% of Asset One Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Asset One Wealth Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Asset One Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.