AWM
V icon

Avior Wealth Management’s Visa V Stock Holding History

Avior 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 		$4.98M Sell
14,520
-484
-3% -$155K 0.13% 144
2026
Q1 		$4.53M Sell
15,004
-150
-1% -$48.2K 0.13% 150
2025
Q4 		$5.31M Sell
15,154
-573
-4% -$195K 0.17% 111
2025
Q3 		$5.37M Buy
15,727
+2,323
+17% +$804K 0.17% 106
2025
Q2 		$4.76M Buy
13,404
+1,361
+11% +$474K 0.16% 102
2025
Q1 		$4.22M Sell
12,043
-2,693
-18% -$911K 0.16% 106
2024
Q4 		$4.66M Sell
14,736
-998
-6% -$300K 0.17% 100
2024
Q3 		$4.33M Buy
15,734
+349
+2% +$94.4K 0.17% 100
2024
Q2 		$4.04M Sell
15,385
-986
-6% -$270K 0.17% 103
2024
Q1 		$4.57M Buy
16,371
+5,195
+46% +$1.43M 0.21% 90
2023
Q4 		$2.91M Sell
11,176
-81
-0.7% -$20K 0.18% 107
2023
Q3 		$2.59M Sell
11,257
-107
-0.9% -$25.7K 0.18% 105
2023
Q2 		$2.7M Sell
11,364
-47
-0.4% -$10.8K 0.18% 109
2023
Q1 		$2.57M Sell
11,411
-605
-5% -$135K 0.18% 107
2022
Q4 		$2.5M Hold
12,016
– – 0.19% 106
2022
Q3 		$2.13M Sell
12,016
-68
-0.6% -$13.8K 0.18% 105
2022
Q2 		$2.38M Sell
12,084
-414
-3% -$85.6K 0.24% 88
2022
Q1 		$2.77M Sell
12,498
-1,293
-9% -$280K 0.24% 89
2021
Q4 		$2.99M Buy
13,791
+1,227
+10% +$263K 0.25% 83
2021
Q3 		$2.8M Buy
12,564
+434
+4% +$102K 0.23% 87
2021
Q2 		$2.84M Sell
12,130
-1,661
-12% -$380K 0.29% 79
2021
Q1 		$2.92M Sell
13,791
-7
-0.1% -$1.47K 0.31% 76
2020
Q4 		$3.02M Sell
13,798
-3,276
-19% -$670K 0.37% 65
2020
Q3 		$3.41M Buy
17,074
+607
+4% +$121K 0.49% 47
2020
Q2 		$3.18M Buy
16,467
+335
+2% +$61.2K 0.5% 46
2020
Q1 		$2.6M Sell
16,132
-3,740
-19% -$705K 0.51% 46
2019
Q4 		$3.73M Buy
19,872
+623
+3% +$112K 0.6% 39
2019
Q3 		$3.31M Sell
19,249
-137
-0.7% -$24.4K 0.58% 43
2019
Q2 		$3.36M Buy
19,386
+4,558
+31% +$746K 0.6% 43
2019
Q1 		$2.31M Sell
14,828
-4,167
-22% -$601K 0.49% 51
2018
Q4 		$2.51M Buy
18,995
+3,643
+24% +$503K 0.6% 44
2018
Q3 		$2.3M Hold
15,352
– – 0.49% 51
2018
Q2 		$2.03M Buy
15,352
+636
+4% +$81.9K 0.46% 59
2018
Q1 		$1.76M Sell
14,716
-2,802
-16% -$340K 0.41% 67
2017
Q4 		$2M Buy
17,518
+17,018
+3,404% +$1.88M 0.45% 63
2017
Q3 		$53K Sell
500
-200
-29% -$20.3K 0.02% 211
2017
Q2 		$66K Sell
700
-2,921
-81% -$271K 0.03% 174
2017
Q1 		$322K Buy
+3,621
New +$311K 0.11% 127
2016
Q4 		– Sell
-1,600
Closed -$132K – 515
2016
Q3 		$132K Buy
+1,600
New +$128K 0.05% 157

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

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

Avior Wealth Management reduced its Visa (V) stake by 3.2% in Q2 2026, selling an estimated $155K and leaving 14,520 shares worth $4.98M. The position accounts for 0.13% of the portfolio, ranked #144.

Avior Wealth Management first reported a position in V in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.37M in Q3 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avior Wealth Management held 14,520 shares of Visa worth $4.98M as of Q2 2026.
  • Avior Wealth Management sold 484 Visa shares in Q2 2026, an estimated $155K.
  • Visa made up 0.13% of Avior Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Avior Wealth Management first reported a position in Visa in Q3 2016 and has held it in 39 quarters since.
  • Avior Wealth Management's Visa position peaked at $5.37M in Q3 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.