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Atlas Legacy Advisors’s Visa V Stock Holding History

Atlas Legacy 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 		$728K Buy
2,151
+820
+62% +$263K 0.11% 118
2026
Q1 		$403K Sell
1,331
-548
-29% -$176K 0.07% 142
2025
Q4 		$644K Sell
1,879
-154
-8% -$52.5K 0.11% 118
2025
Q3 		$694K Buy
2,033
+739
+57% +$256K 0.13% 106
2025
Q2 		$459K Buy
1,294
+282
+28% +$98.3K 0.1% 122
2025
Q1 		$355K Sell
1,012
-4
-0.4% -$1.35K 0.09% 132
2024
Q4 		$321K Buy
+1,016
New +$306K 0.08% 135

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

Atlas Legacy Advisors's V Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Visa (V) stake by 62% in Q2 2026, buying an estimated $263K and bringing the position to 2,151 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #118.

Atlas Legacy Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Atlas Legacy Advisors held 2,151 shares of Visa worth $728K as of Q2 2026.
  • Atlas Legacy Advisors bought 820 Visa shares in Q2 2026, an estimated $263K.
  • Visa made up 0.11% of Atlas Legacy Advisors's portfolio in Q2 2026, its #118 holding.
  • Atlas Legacy Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.