Aviso Wealth Management
V icon

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
Q3 		$2.32M Buy
6,451
+82
+1% +$30K 0.89% 29
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Aviso Wealth Management's V Position: Q3 2026 in Review

Aviso Wealth Management increased its Visa (V) stake by 1.3% in Q3 2026, buying an estimated $30K and bringing the position to 6,451 shares worth $2.32M. The position accounts for 0.89% of the portfolio, ranked #29.

Aviso Wealth Management first reported a position in V in Q4 2023 and has held it in 12 quarters since. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Aviso Wealth Management held 6,451 shares of Visa worth $2.32M as of Q3 2026.
  • Aviso Wealth Management bought 82 Visa shares in Q3 2026, an estimated $30K.
  • Visa made up 0.89% of Aviso Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Aviso Wealth Management first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.