APW
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Aurora Private Wealth’s Visa V Stock Holding History

Aurora 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
Q2 		$262K Sell
763
-114
-13% -$36.6K 0.17% 141
2026
Q1 		$288K Hold
877
– – 0.21% 117
2025
Q4 		$308K Buy
+877
New +$299K 0.2% 115
2025
Q2 		$325K Buy
915
+67
+8% +$23.4K 0.24% 107
2025
Q1 		$297K Sell
848
-318
-27% -$108K 0.24% 105
2024
Q4 		$368K Buy
1,166
+41
+4% +$12.3K 0.28% 91
2024
Q3 		$309K Buy
1,125
+43
+4% +$11.6K 0.24% 102
2024
Q2 		$284K Buy
1,082
+46
+4% +$12.6K 0.25% 105
2024
Q1 		$289K Buy
1,036
+38
+4% +$10.5K 0.25% 107
2023
Q4 		$260K Buy
+998
New +$246K 0.25% 114
2022
Q2 		– Sell
-1,026
Closed -$227K – 201
2022
Q1 		$227K Sell
1,026
-738
-42% -$160K 0.09% 170
2021
Q4 		$382K Buy
1,764
+136
+8% +$29.2K 0.17% 110
2021
Q3 		$363K Buy
+1,628
New +$382K 0.15% 133
2021
Q2 		– Sell
-1,820
Closed -$385K – 222
2021
Q1 		$385K Sell
1,820
-127
-7% -$26.7K 0.16% 120
2020
Q4 		$426K Buy
1,947
+16
+0.8% +$3.27K 0.18% 123
2020
Q3 		$386K Buy
1,931
+646
+50% +$129K 0.17% 110
2020
Q2 		$248K Sell
1,285
-2,352
-65% -$430K 0.11% 135
2020
Q1 		$586K Buy
3,637
+504
+16% +$94.9K 0.21% 107
2019
Q4 		$589K Buy
+3,133
New +$564K 0.21% 82

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

Aurora Private Wealth's V Position: Q2 2026 in Review

Aurora Private Wealth reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $36.6K and leaving 763 shares worth $262K. The position accounts for 0.17% of the portfolio, ranked #141.

Aurora Private Wealth first reported a position in V in Q4 2019 and has held it in 19 quarters since. The position peaked at $589K in Q4 2019. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aurora Private Wealth held 763 shares of Visa worth $262K as of Q2 2026.
  • Aurora Private Wealth sold 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.17% of Aurora Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Aurora Private Wealth first reported a position in Visa in Q4 2019 and has held it in 19 quarters since.
  • Aurora Private Wealth's Visa position peaked at $589K in Q4 2019.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.