LEA
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Legacy Edge Advisors’s Visa V Stock Holding History

Legacy Edge 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 		$1.69M Buy
4,913
+696
+17% +$223K 0.15% 77
2026
Q1 		$1.27M Sell
4,217
-71
-2% -$22.8K 0.13% 84
2025
Q4 		$1.5M Buy
4,288
+33
+0.8% +$11.2K 0.16% 75
2025
Q3 		$1.45M Buy
4,255
+23
+0.5% +$7.96K 0.17% 71
2025
Q2 		$1.5M Buy
4,232
+328
+8% +$114K 0.2% 63
2025
Q1 		$1.37M Sell
3,904
-89
-2% -$30.1K 0.21% 58
2024
Q4 		$1.26M Buy
3,993
+3
+0.1% +$902 0.2% 60
2024
Q3 		$1.1M Buy
3,990
+25
+0.6% +$6.76K 0.18% 70
2024
Q2 		$1.04M Buy
3,965
+159
+4% +$43.6K 0.19% 62
2024
Q1 		$1.06M Buy
3,806
+13
+0.3% +$3.59K 0.22% 63
2023
Q4 		$988K Buy
+3,793
New +$935K 0.23% 62

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 $3.38T AUM 44.17% 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 Edge Advisors's V Position: Q2 2026 in Review

Legacy Edge Advisors increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $223K and bringing the position to 4,913 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #77.

Legacy Edge Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Edge Advisors held 4,913 shares of Visa worth $1.69M as of Q2 2026.
  • Legacy Edge Advisors bought 696 Visa shares in Q2 2026, an estimated $223K.
  • Visa made up 0.15% of Legacy Edge Advisors's portfolio in Q2 2026, its #77 holding.
  • Legacy Edge Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.