CQWA
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Chokshi & Queen Wealth Advisors’s Visa V Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$4.25M Sell
12,374
-229
-2% -$73.5K 1.97% 8
2026
Q1 		$3.81M Buy
12,603
+275
+2% +$88.4K 2.04% 8
2025
Q4 		$4.32M Sell
12,328
-15
-0.1% -$5.11K 2.26% 8
2025
Q3 		$4.21M Buy
12,343
+230
+2% +$79.6K 2.23% 8
2025
Q2 		$4.3M Buy
12,113
+720
+6% +$251K 2.46% 8
2025
Q1 		$3.99M Sell
11,393
-140
-1% -$47.4K 2.44% 8
2024
Q4 		$3.64M Buy
+11,533
New +$3.47M 2.26% 9

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

Chokshi & Queen Wealth Advisors's V Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $73.5K and leaving 12,374 shares worth $4.25M. The position accounts for 1.97% of the portfolio, ranked #8.

Chokshi & Queen Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q4 2025. 4,573 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 12,374 shares of Visa worth $4.25M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors sold 229 Visa shares in Q2 2026, an estimated $73.5K.
  • Visa made up 1.97% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Chokshi & Queen Wealth Advisors's Visa position peaked at $4.32M in Q4 2025.
  • 4,573 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.