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Legacy Capital Wealth Partners’s Visa V Stock Holding History

Legacy Capital Wealth Partners’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 		$2.2M Buy
6,412
+113
+2% +$36.3K 0.42% 43
2026
Q1 		$1.9M Buy
6,299
+117
+2% +$37.6K 0.39% 44
2025
Q4 		$2.17M Sell
6,182
-71
-1% -$24.2K 0.47% 36
2025
Q3 		$2.13M Buy
6,253
+32
+0.5% +$11.1K 0.46% 37
2025
Q2 		$2.21M Sell
6,221
-88
-1% -$30.7K 0.5% 30
2025
Q1 		$2.21M Sell
6,309
-178
-3% -$60.2K 0.54% 24
2024
Q4 		$2.05M Sell
6,487
-5,383
-45% -$1.62M 0.51% 28
2024
Q3 		$3.26M Buy
11,870
+5,787
+95% +$1.56M 0.65% 27
2024
Q2 		$1.6M Buy
+6,083
New +$1.67M 0.41% 47
2024
Q1 		– Sell
-5,482
Closed -$1.43M – 334
2023
Q4 		$1.43M Buy
5,482
+100
+2% +$24.6K 0.4% 57
2023
Q3 		$1.24M Buy
5,382
+4,431
+466% +$1.07M 0.34% 60
2023
Q2 		$226K Sell
951
-3,446
-78% -$789K 0.19% 38
2023
Q1 		$991K Buy
4,397
+3,433
+356% +$764K 0.27% 79
2022
Q4 		$200K Buy
+964
New +$194K 0.1% 58
2022
Q3 		– Sell
-1,018
Closed -$200K – 55
2022
Q2 		$200K Buy
+1,018
New +$210K 0.1% 52
2021
Q2 		– Sell
-4,046
Closed -$857K – 80
2021
Q1 		$857K Buy
4,046
+399
+11% +$84K 0.35% 37
2020
Q4 		$798K Buy
+3,647
New +$746K 0.34% 37

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

Legacy Capital Wealth Partners's V Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Visa (V) stake by 1.8% in Q2 2026, buying an estimated $36.3K and bringing the position to 6,412 shares worth $2.2M. The position accounts for 0.42% of the portfolio, ranked #43.

Legacy Capital Wealth Partners first reported a position in V in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.26M in Q3 2024. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Capital Wealth Partners held 6,412 shares of Visa worth $2.2M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 113 Visa shares in Q2 2026, an estimated $36.3K.
  • Visa made up 0.42% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Legacy Capital Wealth Partners first reported a position in Visa in Q4 2020 and has held it in 17 quarters since.
  • Legacy Capital Wealth Partners's Visa position peaked at $3.26M in Q3 2024.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.