AWP
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Avid Wealth Partners’s Visa V Stock Holding History

Avid Wealth Partners’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 		$325K Sell
947
-36
-4% -$11.6K 0.16% 53
2026
Q1 		$297K Buy
983
+137
+16% +$44.1K 0.14% 56
2025
Q4 		$297K Sell
846
-7
-0.8% -$2.38K 0.14% 48
2025
Q3 		$291K Buy
853
+6
+0.7% +$2.08K 0.14% 45
2025
Q2 		$301K Buy
+847
New +$295K 0.17% 46

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

Avid Wealth Partners's V Position: Q2 2026 in Review

Avid Wealth Partners reduced its Visa (V) stake by 3.7% in Q2 2026, selling an estimated $11.6K and leaving 947 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #53.

Avid Wealth Partners first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avid Wealth Partners held 947 shares of Visa worth $325K as of Q2 2026.
  • Avid Wealth Partners sold 36 Visa shares in Q2 2026, an estimated $11.6K.
  • Visa made up 0.16% of Avid Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Avid Wealth Partners first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.