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Atlantic Private Wealth’s Visa V Stock Holding History

Atlantic Private Wealth’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 		$75.6K Sell
250
-32
-11% -$10.3K 0.05% 104
2025
Q4 		$99K Hold
282
– – 0.06% 84
2025
Q3 		$96.3K Hold
282
– – 0.06% 80
2025
Q2 		$100K Buy
282
+32
+13% +$11.2K 0.07% 77
2025
Q1 		$87.6K Hold
250
– – 0.06% 86
2024
Q4 		$79K Hold
250
– – 0.06% 71
2024
Q3 		$68.7K Buy
+250
New +$67.6K 0.05% 74

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

Atlantic Private Wealth's V Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Visa (V) stake by 11% in Q1 2026, selling an estimated $10.3K and leaving 250 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #104.

Atlantic Private Wealth first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $100K in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Atlantic Private Wealth held 250 shares of Visa worth $75.6K as of Q1 2026.
  • Atlantic Private Wealth sold 32 Visa shares in Q1 2026, an estimated $10.3K.
  • Visa made up 0.05% of Atlantic Private Wealth's portfolio in Q1 2026, its #104 holding.
  • Atlantic Private Wealth first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Visa position peaked at $100K in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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