LWAM
V icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return