Aventura Private Wealth’s Visa V Stock Holding History

Aventura 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	$1.31M	Buy	3,823 +417	+12%	+$134K	0.4%	48
2026 Q1	$1.03M	Buy	3,406 +31	+0.9%	+$9.97K	0.38%	52
2025 Q4	$1.18M	Sell	3,375 -127	-4%	-$43.3K	0.43%	46
2025 Q3	$1.2M	Buy	3,502 +640	+22%	+$222K	0.44%	42
2025 Q2	$1.02M	Buy	2,862 +70	+3%	+$24.4K	0.44%	45
2025 Q1	$978K	Sell	2,792 -710	-20%	-$240K	0.51%	44
2024 Q4	$1.11M	Buy	+3,502	New	+$1.05M	0.6%	35

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aventura Private Wealth increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $134K and bringing the position to 3,823 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #48.

Aventura Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,321 funds tracked by Wall St. Rank hold V as of Q2 2026.

Aventura Private Wealth held 3,823 shares of Visa worth $1.31M as of Q2 2026.
Aventura Private Wealth bought 417 Visa shares in Q2 2026, an estimated $134K.
Visa made up 0.4% of Aventura Private Wealth's portfolio in Q2 2026, its #48 holding.
Aventura Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
2,321 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.