AWM
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Axxcess Wealth Management’s Visa V Stock Holding History

Axxcess 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 		$20.7M Buy
60,408
+6,772
+13% +$2.17M 0.33% 64
2026
Q1 		$16.2M Sell
53,636
-8,006
-13% -$2.57M 0.52% 45
2025
Q4 		$21.6M Buy
61,642
+8,072
+15% +$2.75M 0.37% 54
2025
Q3 		$18.3M Sell
53,570
-674
-1% -$233K 0.39% 51
2025
Q2 		$19.3M Sell
54,244
-1,003
-2% -$350K 0.45% 43
2025
Q1 		$19.4M Buy
55,247
+234
+0.4% +$79.2K 0.51% 41
2024
Q4 		$17.4M Buy
55,013
+466
+0.9% +$140K 0.42% 50
2024
Q3 		$15M Buy
54,547
+337
+0.6% +$91.1K 0.37% 56
2024
Q2 		$14.2M Sell
54,210
-5,008
-8% -$1.37M 0.38% 53
2024
Q1 		$16.5M Buy
59,218
+1,931
+3% +$533K 0.45% 47
2023
Q4 		$14.9M Buy
57,287
+6,356
+12% +$1.57M 0.43% 45
2023
Q3 		$11.7M Buy
50,931
+22,223
+77% +$5.34M 0.4% 54
2023
Q2 		$6.82M Sell
28,708
-3,306
-10% -$757K 0.49% 42
2023
Q1 		$7.22M Sell
32,014
-644
-2% -$143K 0.55% 37
2022
Q4 		$6.78M Buy
32,658
+19,618
+150% +$3.96M 0.56% 39
2022
Q3 		$2.32M Sell
13,040
-606
-4% -$123K 0.22% 92
2022
Q2 		$2.69M Buy
13,646
+2,168
+19% +$448K 0.25% 87
2022
Q1 		$2.54M Buy
11,478
+2,616
+30% +$566K 0.2% 98
2021
Q4 		$1.92M Buy
+8,862
New +$1.9M 0.14% 127

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

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

Axxcess Wealth Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $2.17M and bringing the position to 60,408 shares worth $20.7M. The position accounts for 0.33% of the portfolio, ranked #64.

Axxcess Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.6M in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Axxcess Wealth Management held 60,408 shares of Visa worth $20.7M as of Q2 2026.
  • Axxcess Wealth Management bought 6,772 Visa shares in Q2 2026, an estimated $2.17M.
  • Visa made up 0.33% of Axxcess Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Axxcess Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Visa position peaked at $21.6M in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.