LWAM
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Legacy Wealth Asset Management’s Visa V Stock Holding History

Legacy Wealth Asset Management’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
6,411
+35
+0.5% +$11.2K 0.48% 44
2026
Q1 		$1.93M Buy
6,376
+179
+3% +$57.6K 0.47% 44
2025
Q4 		$2.17M Buy
6,197
+254
+4% +$86.5K 0.53% 35
2025
Q3 		$2.03M Sell
5,943
-172
-3% -$59.5K 0.49% 40
2025
Q2 		$2.17M Sell
6,115
-412
-6% -$144K 0.55% 40
2025
Q1 		$2.29M Sell
6,527
-211
-3% -$71.4K 0.63% 29
2024
Q4 		$2.13M Sell
6,738
-119
-2% -$35.8K 0.58% 34
2024
Q3 		$1.89M Buy
6,857
+89
+1% +$24.1K 0.51% 52
2024
Q2 		$1.78M Buy
+6,768
New +$1.86M 0.5% 56

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 Asset Management's V Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Visa (V) stake by 0.55% in Q2 2026, buying an estimated $11.2K and bringing the position to 6,411 shares worth $2.2M. The position accounts for 0.48% of the portfolio, ranked #44.

Legacy Wealth Asset Management first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Wealth Asset Management held 6,411 shares of Visa worth $2.2M as of Q2 2026.
  • Legacy Wealth Asset Management bought 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 0.48% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #44 holding.
  • Legacy Wealth Asset Management first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Legacy Wealth Asset Management's Visa position peaked at $2.29M in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.