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Legacy Wealth Management (Idaho)’s Visa V Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-344
Closed -$104K – 924
2026
Q1 		$104K Sell
344
-23
-6% -$7.4K 0.05% 172
2025
Q4 		$129K Buy
367
+113
+44% +$38.5K 0.06% 130
2025
Q3 		$86.7K Sell
254
-4
-2% -$1.38K 0.04% 135
2025
Q2 		$91.6K Sell
258
-31
-11% -$10.8K 0.05% 115
2025
Q1 		$101K Buy
289
+31
+12% +$10.5K 0.07% 99
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

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 Management (Idaho)'s V Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Visa (V) in Q2 2026, closing a stake of 344 shares — an estimated $104K sold.

Legacy Wealth Management (Idaho) first reported a position in V in Q3 2024 and held it in 7 quarters. The position peaked at $129K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 344 Visa shares in Q2 2026, an estimated $104K.
  • Legacy Wealth Management (Idaho) first reported a position in Visa in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Visa position peaked at $129K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.