AWM
V icon

Austin Wealth Management’s Visa V Stock Holding History

Austin 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 		$244K Sell
680
-6
-0.9% -$1.93K 0.05% 115
2026
Q1 		$208K Sell
686
-2,104
-75% -$677K 0.05% 114
2025
Q4 		$983K Buy
2,790
+38
+1% +$12.9K 0.15% 76
2025
Q3 		$950K Buy
2,752
+1,935
+237% +$670K 0.15% 80
2025
Q2 		$282K Buy
817
+82
+11% +$28.6K 0.05% 113
2025
Q1 		$247K Buy
735
+12
+2% +$4.06K 0.05% 111
2024
Q4 		$231K Buy
+723
New +$217K 0.05% 114

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Austin Wealth Management reduced its Visa (V) stake by 0.87% in Q2 2026, selling an estimated $1.93K and leaving 680 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #115.

Austin Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $983K in Q4 2025. 2,602 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Austin Wealth Management held 680 shares of Visa worth $244K as of Q2 2026.
  • Austin Wealth Management sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.05% of Austin Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Austin Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Austin Wealth Management's Visa position peaked at $983K in Q4 2025.
  • 2,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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