TAFW
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Tred Avon Family Wealth’s Visa V Stock Holding History

Tred Avon Family Wealth’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 		$2.7M Buy
8,946
+262
+3% +$84.2K 0.9% 20
2025
Q4 		$3.05M Buy
8,684
+1,449
+20% +$494K 0.99% 18
2025
Q3 		$2.47M Buy
+7,235
New +$2.5M 0.85% 26

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

Tred Avon Family Wealth's V Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Visa (V) stake by 3% in Q1 2026, buying an estimated $84.2K and bringing the position to 8,946 shares worth $2.7M. The position accounts for 0.9% of the portfolio, ranked #20.

Tred Avon Family Wealth first reported a position in V in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tred Avon Family Wealth held 8,946 shares of Visa worth $2.7M as of Q1 2026.
  • Tred Avon Family Wealth bought 262 Visa shares in Q1 2026, an estimated $84.2K.
  • Visa made up 0.9% of Tred Avon Family Wealth's portfolio in Q1 2026, its #20 holding.
  • Tred Avon Family Wealth first reported a position in Visa in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Visa position peaked at $3.05M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.