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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's V Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Visa (V) stake by 2.2% in Q1 2026, buying an estimated $88.4K and bringing the position to 12,603 shares worth $3.81M. The position accounts for 2.04% of the portfolio, ranked #8.

Chokshi & Queen Wealth Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.32M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 12,603 shares of Visa worth $3.81M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 275 Visa shares in Q1 2026, an estimated $88.4K.
  • Visa made up 2.04% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Visa position peaked at $4.32M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.