AEPWM
V icon

Atlantic Edge Private Wealth Management’s Visa V Stock Holding History

Atlantic Edge Private 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 		$269K Buy
783
+88
+13% +$28.3K 0.05% 124
2026
Q1 		$210K Sell
695
-74
-10% -$23.8K 0.05% 129
2025
Q4 		$270K Sell
769
-95
-11% -$32.4K 0.07% 118
2025
Q3 		$295K Sell
864
-50
-5% -$17.3K 0.08% 113
2025
Q2 		$324K Hold
914
– – 0.09% 109
2025
Q1 		$320K Buy
914
+49
+6% +$16.6K 0.1% 104
2024
Q4 		$274K Buy
865
+60
+7% +$18K 0.08% 116
2024
Q3 		$221K Hold
805
– – 0.07% 127
2024
Q2 		$211K Hold
805
– – 0.07% 120
2024
Q1 		$225K Buy
805
+41
+5% +$11.3K 0.08% 123
2023
Q4 		$199K Buy
+764
New +$188K 0.08% 123

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

Atlantic Edge Private Wealth Management's V Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $28.3K and bringing the position to 783 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #124.

Atlantic Edge Private Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q2 2025. 1,825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 783 shares of Visa worth $269K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 88 Visa shares in Q2 2026, an estimated $28.3K.
  • Visa made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Visa position peaked at $324K in Q2 2025.
  • 1,825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.