AWM
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Aviso Wealth Management’s Visa V Stock Holding History

Aviso 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 		$2.19M Buy
6,369
+159
+3% +$51K 0.74% 29
2026
Q1 		$1.88M Buy
6,210
+265
+4% +$85.2K 0.85% 31
2025
Q4 		$2.09M Buy
5,945
+26
+0.4% +$8.86K 0.88% 28
2025
Q3 		$2.02M Buy
5,919
+1
+0% +$346 0.88% 27
2025
Q2 		$2.1M Buy
5,918
+30
+0.5% +$10.5K 0.98% 23
2025
Q1 		$2.06M Buy
5,888
+127
+2% +$43K 1.1% 19
2024
Q4 		$1.82M Buy
5,761
+635
+12% +$191K 0.93% 25
2024
Q3 		$1.41M Buy
5,126
+5
+0.1% +$1.35K 0.76% 34
2024
Q2 		$1.34M Buy
5,121
+94
+2% +$25.8K 0.8% 30
2024
Q1 		$1.4M Buy
5,027
+241
+5% +$66.5K 0.88% 27
2023
Q4 		$1.25M Buy
+4,786
New +$1.18M 0.9% 26

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

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

Aviso Wealth Management increased its Visa (V) stake by 2.6% in Q2 2026, buying an estimated $51K and bringing the position to 6,369 shares worth $2.19M. The position accounts for 0.74% of the portfolio, ranked #29.

Aviso Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aviso Wealth Management held 6,369 shares of Visa worth $2.19M as of Q2 2026.
  • Aviso Wealth Management bought 159 Visa shares in Q2 2026, an estimated $51K.
  • Visa made up 0.74% of Aviso Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Aviso Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.