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Legacy Investment Solutions’s Visa V Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$91.6K Buy
+258
New +$89.9K 0.05% 115
2024
Q4 		$89.8K Buy
258
+10
+4% +$3.01K 0.06% 94
2024
Q3 		$76.8K Buy
+248
New +$67K 0.04% 96

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Investment Solutions's V Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Visa (V) in Q2 2025: 258 shares worth $91.6K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in V as recently as Q4 2024.

Legacy Investment Solutions first reported a position in V in Q3 2024 and has held it in 3 quarters since. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Legacy Investment Solutions held 258 shares of Visa worth $91.6K as of Q2 2025.
  • Visa was a new Legacy Investment Solutions position in Q2 2025.
  • Visa made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #115 holding.
  • Legacy Investment Solutions first reported a position in Visa in Q3 2024 and has held it in 3 quarters since.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.