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Legacy Advisory Services’s Visa V Stock Holding History

Legacy Advisory Services’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 		– Sell
-1,845
Closed -$647K – 61
2025
Q4 		$647K Buy
1,845
+2
+0.1% +$681 0.49% 21
2025
Q3 		$629K Buy
1,843
+2
+0.1% +$692 0.47% 22
2025
Q2 		$653K Buy
1,841
+3
+0.2% +$1.05K 0.52% 19
2025
Q1 		$644K Sell
1,838
-285
-13% -$96.4K 0.54% 17
2024
Q4 		$672K Hold
2,123
– – 0.57% 25
2024
Q3 		$584K Buy
2,123
+2
+0.1% +$541 0.5% 28
2024
Q2 		$557K Buy
2,121
+3
+0.1% +$822 0.51% 26
2024
Q1 		$591K Sell
2,118
-33
-2% -$9.11K 0.56% 23
2023
Q4 		$560K Buy
+2,151
New +$530K 0.59% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Legacy Advisory Services's V Position: Q1 2026 in Review

Legacy Advisory Services sold out of Visa (V) in Q1 2026, closing a stake of 1,845 shares — an estimated $647K sold.

Legacy Advisory Services first reported a position in V in Q4 2023 and held it in 9 quarters. The position peaked at $672K in Q4 2024. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Legacy Advisory Services reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 1,845 Visa shares in Q1 2026, an estimated $647K.
  • Legacy Advisory Services first reported a position in Visa in Q4 2023 and held it in 9 quarters.
  • Legacy Advisory Services's Visa position peaked at $672K in Q4 2024.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.