LWA
V icon

Legacy Wealth Advisors’s Visa V Stock Holding History

Legacy Wealth 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 		$1.09M Buy
3,169
+431
+16% +$138K 0.47% 31
2026
Q1 		$828K Buy
2,738
+621
+29% +$200K 0.42% 33
2025
Q4 		$742K Buy
+2,117
New +$721K 0.49% 32

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 Wealth Advisors's V Position: Q2 2026 in Review

Legacy Wealth Advisors increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 3,169 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #31.

Legacy Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Wealth Advisors held 3,169 shares of Visa worth $1.09M as of Q2 2026.
  • Legacy Wealth Advisors bought 431 Visa shares in Q2 2026, an estimated $138K.
  • Visa made up 0.47% of Legacy Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Legacy Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.