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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aviso Wealth Management's V Position: Q1 2026 in Review

Aviso Wealth Management increased its Visa (V) stake by 4.5% in Q1 2026, buying an estimated $85.2K and bringing the position to 6,210 shares worth $1.88M. The position accounts for 0.85% of the portfolio, ranked #31.

Aviso Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Aviso Wealth Management held 6,210 shares of Visa worth $1.88M as of Q1 2026.
Aviso Wealth Management bought 265 Visa shares in Q1 2026, an estimated $85.2K.
Visa made up 0.85% of Aviso Wealth Management's portfolio in Q1 2026, its #31 holding.
Aviso Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Visa position peaked at $2.1M in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.