AWE
V icon

Avidian Wealth Enterprises’s Visa V Stock Holding History

Avidian Wealth Enterprises’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 		$6.3M Buy
18,359
+1,627
+10% +$522K 0.17% 90
2026
Q1 		$5.06M Buy
16,732
+7,912
+90% +$2.54M 0.16% 93
2025
Q4 		$3.09M Sell
8,820
-201
-2% -$68.5K 0.11% 102
2025
Q3 		$3.08M Buy
9,021
+704
+8% +$244K 0.12% 104
2025
Q2 		$2.95M Buy
8,317
+487
+6% +$170K 0.12% 96
2025
Q1 		$2.74M Sell
7,830
-1,070
-12% -$362K 0.12% 102
2024
Q4 		$2.81M Buy
8,900
+310
+4% +$93.2K 0.13% 98
2024
Q3 		$2.36M Buy
8,590
+316
+4% +$85.4K 0.11% 101
2024
Q2 		$2.17M Buy
8,274
+640
+8% +$175K 0.09% 107
2024
Q1 		$2.13M Buy
7,634
+1,123
+17% +$310K 0.1% 108
2023
Q4 		$1.7M Buy
6,511
+282
+5% +$69.5K 0.1% 121
2023
Q3 		$1.43M Sell
6,229
-2,403
-28% -$578K 0.1% 126
2023
Q2 		$2.05M Sell
8,632
-4,452
-34% -$1.02M 0.13% 110
2023
Q1 		$2.95M Buy
13,084
+1,616
+14% +$360K 0.16% 113
2022
Q4 		$2.38M Buy
11,468
+716
+7% +$144K 0.16% 111
2022
Q3 		$1.91M Buy
10,752
+247
+2% +$50.3K 0.14% 105
2022
Q2 		$2.07M Buy
10,505
+730
+7% +$151K 0.15% 107
2022
Q1 		$2.17M Sell
9,775
-1,456
-13% -$315K 0.13% 112
2021
Q4 		$2.43M Buy
11,231
+4,697
+72% +$1.01M 0.15% 107
2021
Q3 		$1.46M Buy
6,534
+1,746
+36% +$409K 0.11% 104
2021
Q2 		$1.12M Sell
4,788
-76
-2% -$17.4K 0.09% 121
2021
Q1 		$1.03M Buy
4,864
+280
+6% +$58.9K 0.09% 124
2020
Q4 		$1M Sell
4,584
-319
-7% -$65.3K 0.1% 111
2020
Q3 		$980K Buy
4,903
+436
+10% +$87.1K 0.11% 104
2020
Q2 		$863K Buy
4,467
+336
+8% +$61.4K 0.12% 100
2020
Q1 		$666K Sell
4,131
-537
-12% -$101K 0.11% 90
2019
Q4 		$877K Buy
4,668
+728
+18% +$131K 0.12% 71
2019
Q3 		$678K Buy
3,940
+680
+21% +$121K 0.11% 75
2019
Q2 		$566K Buy
3,260
+678
+26% +$111K 0.13% 62
2019
Q1 		$403K Buy
2,582
+154
+6% +$22.2K 0.09% 79
2018
Q4 		$320K Sell
2,428
-544
-18% -$75.1K 0.11% 60
2018
Q3 		$446K Sell
2,972
-11,150
-79% -$1.59M 0.14% 60
2018
Q2 		$1.87M Buy
14,122
+3,769
+36% +$485K 0.59% 19
2018
Q1 		$1.24M Buy
10,353
+7,708
+291% +$934K 0.41% 26
2017
Q4 		$302 Buy
2,645
+29
+1% +$3.2K 0.08% 77
2017
Q3 		$275K Sell
2,616
-449
-15% -$45.5K 0.1% 65
2017
Q2 		$287K Buy
3,065
+271
+10% +$25.2K 0.12% 63
2017
Q1 		$248K Buy
+2,794
New +$240K 0.1% 67
2016
Q2 		– Sell
-3,470
Closed -$265K – 90
2016
Q1 		$265K Buy
+3,470
New +$252K 0.14% 49

Other funds holding V

Ninety One (UK)
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avidian Wealth Enterprises's V Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Visa (V) stake by 9.7% in Q2 2026, buying an estimated $522K and bringing the position to 18,359 shares worth $6.3M. The position accounts for 0.17% of the portfolio, ranked #90.

Avidian Wealth Enterprises first reported a position in V in Q1 2016 and has held it in 39 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avidian Wealth Enterprises held 18,359 shares of Visa worth $6.3M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,627 Visa shares in Q2 2026, an estimated $522K.
  • Visa made up 0.17% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #90 holding.
  • Avidian Wealth Enterprises first reported a position in Visa in Q1 2016 and has held it in 39 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.