AWM
V icon

Athena Wealth Management’s Visa V Stock Holding History

Athena 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
Q2 		$331K Buy
965
+43
+5% +$13.8K 0.25% 77
2026
Q1 		$279K Buy
922
+100
+12% +$32.2K 0.23% 84
2025
Q4 		$288K Buy
+822
New +$280K 0.28% 79

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Athena Wealth Management's V Position: Q2 2026 in Review

Athena Wealth Management increased its Visa (V) stake by 4.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 965 shares worth $331K. The position accounts for 0.25% of the portfolio, ranked #77.

Athena Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 1,197 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Athena Wealth Management held 965 shares of Visa worth $331K as of Q2 2026.
  • Athena Wealth Management bought 43 Visa shares in Q2 2026, an estimated $13.8K.
  • Visa made up 0.25% of Athena Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Athena Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.