IWA
V icon

Icon Wealth Advisors’s Visa V Stock Holding History

Icon 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 		$8.72M Buy
25,423
+1,112
+5% +$357K 0.53% 41
2026
Q1 		$8.14M Sell
24,311
-5,784
-19% -$1.86M 0.53% 38
2025
Q4 		$10.5M Buy
30,095
+40
+0.1% +$13.6K 0.7% 33
2025
Q3 		$10.3M Sell
30,055
-4,700
-14% -$1.63M 0.7% 35
2025
Q2 		$12.3M Buy
34,755
+3,573
+11% +$1.25M 0.88% 24
2025
Q1 		$10.9M Buy
31,182
+159
+0.5% +$53.8K 0.9% 25
2024
Q4 		$9.8M Buy
31,023
+22
+0.1% +$6.62K 0.81% 24
2024
Q3 		$8.52M Sell
31,001
-479
-2% -$130K 0.71% 26
2024
Q2 		$8.36M Buy
31,480
+4,169
+15% +$1.14M 0.74% 25
2024
Q1 		$7.62M Buy
27,311
+6,440
+31% +$1.78M 0.71% 25
2023
Q4 		$5.43M Buy
+20,871
New +$5.14M 0.57% 32
2022
Q4 		$5.4M Sell
26,006
-6,186
-19% -$1.25M 0.62% 40
2022
Q3 		$5.72M Buy
+32,192
New +$6.55M 0.69% 30

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

Icon Wealth Advisors's V Position: Q2 2026 in Review

Icon Wealth Advisors increased its Visa (V) stake by 4.6% in Q2 2026, buying an estimated $357K and bringing the position to 25,423 shares worth $8.72M. The position accounts for 0.53% of the portfolio, ranked #41.

Icon Wealth Advisors first reported a position in V in Q3 2022 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Icon Wealth Advisors held 25,423 shares of Visa worth $8.72M as of Q2 2026.
  • Icon Wealth Advisors bought 1,112 Visa shares in Q2 2026, an estimated $357K.
  • Visa made up 0.53% of Icon Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Icon Wealth Advisors first reported a position in Visa in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Visa position peaked at $12.3M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.