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Atlas Private Wealth Advisors’s Visa V Stock Holding History

Atlas Private Wealth Advisors’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 		$406K Buy
1,185
+1
+0.1% +$321 0.09% 96
2026
Q1 		$358K Hold
1,184
– – 0.08% 96
2025
Q4 		$415K Buy
1,184
+1
+0.1% +$341 0.1% 94
2025
Q3 		$404K Sell
1,183
-1,309
-53% -$453K 0.1% 102
2025
Q2 		$885K Buy
2,492
+72
+3% +$25.1K 0.11% 88
2025
Q1 		$848K Buy
2,420
+212
+10% +$71.7K 0.12% 85
2024
Q4 		$698K Buy
2,208
+2
+0.1% +$601 0.1% 88
2024
Q3 		$607K Hold
2,206
– – 0.09% 89
2024
Q2 		$579K Buy
2,206
+1,103
+100% +$302K 0.09% 87
2024
Q1 		$308K Sell
1,103
-1,103
-50% -$305K 0.1% 84
2023
Q4 		$574K Hold
2,206
– – 0.11% 76
2023
Q3 		$507K Buy
+2,206
New +$530K 0.1% 107
2021
Q4 		– Sell
-272
Closed -$61K – 662
2021
Q3 		$61K Buy
272
+76
+39% +$17.8K 0.03% 219
2021
Q2 		$46K Buy
196
+15
+8% +$3.43K 0.02% 241
2021
Q1 		$38K Buy
181
+15
+9% +$3.16K 0.02% 266
2020
Q4 		$36K Buy
166
+30
+22% +$6.14K 0.02% 260
2020
Q3 		$27K Hold
136
– – 0.02% 274
2020
Q2 		$26K Buy
+136
New +$24.8K 0.02% 289

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

Atlas Private Wealth Advisors's V Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Visa (V) stake by 0.08% in Q2 2026, buying an estimated $321 and bringing the position to 1,185 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #96.

Atlas Private Wealth Advisors first reported a position in V in Q2 2020 and has held it in 18 quarters since. The position peaked at $885K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Atlas Private Wealth Advisors held 1,185 shares of Visa worth $406K as of Q2 2026.
  • Atlas Private Wealth Advisors bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.09% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Atlas Private Wealth Advisors first reported a position in Visa in Q2 2020 and has held it in 18 quarters since.
  • Atlas Private Wealth Advisors's Visa position peaked at $885K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.