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

Legacy Wealth Management (Mississippi)’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 		$6.08M Sell
17,730
-2,977
-14% -$956K 1.56% 12
2026
Q1 		$6.26M Buy
20,707
+53
+0.3% +$17K 1.78% 10
2025
Q4 		$7.24M Buy
20,654
+2,557
+14% +$871K 1.93% 9
2025
Q3 		$6.18M Sell
18,097
-2,438
-12% -$844K 1.86% 11
2025
Q2 		$7.29M Sell
20,535
-2,842
-12% -$991K 2.22% 9
2025
Q1 		$8.19M Sell
23,377
-2,114
-8% -$715K 2.68% 5
2024
Q4 		$8.06M Sell
25,491
-1,783
-7% -$536K 3.2% 6
2024
Q3 		$7.5M Buy
27,274
+655
+2% +$177K 2.75% 7
2024
Q2 		$6.99M Sell
26,619
-350
-1% -$95.9K 2.95% 7
2024
Q1 		$7.53M Sell
26,969
-175
-0.6% -$48.3K 3.39% 4
2023
Q4 		$7.07M Sell
27,144
-430
-2% -$106K 3.41% 4
2023
Q3 		$6.34M Sell
27,574
-420
-2% -$101K 3.3% 4
2023
Q2 		$6.65M Sell
27,994
-43
-0.2% -$9.84K 3.33% 4
2023
Q1 		$6.32M Hold
28,037
– – 3.49% 4
2022
Q4 		$5.82M Hold
28,037
– – 3.45% 4
2022
Q3 		$4.98M Sell
28,037
-434
-2% -$88.3K 3.36% 4
2022
Q2 		$5.61M Buy
28,471
+32
+0.1% +$6.61K 3.41% 4
2022
Q1 		$6.31M Buy
28,439
+7,089
+33% +$1.53M 3.29% 4
2021
Q4 		$4.63M Buy
21,350
+21
+0.1% +$4.51K 2.37% 4
2021
Q3 		$4.75M Buy
21,329
+8
+0% +$1.88K 2.54% 4
2021
Q2 		$4.99M Sell
21,321
-2
-0% -$457 2.76% 4
2021
Q1 		$4.51M Buy
21,323
+248
+1% +$52.2K 2.74% 4
2020
Q4 		$4.61M Buy
21,075
+422
+2% +$86.4K 2.92% 4
2020
Q3 		$4.13M Buy
20,653
+29
+0.1% +$5.79K 2.85% 4
2020
Q2 		$3.98M Buy
20,624
+480
+2% +$87.7K 3.04% 4
2020
Q1 		$3.25M Buy
20,144
+3,220
+19% +$607K 3.02% 4
2019
Q4 		$3.18M Buy
+16,924
New +$3.05M 2.77% 4

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s V Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Visa (V) stake by 14% in Q2 2026, selling an estimated $956K and leaving 17,730 shares worth $6.08M. The position accounts for 1.56% of the portfolio, ranked #12.

Legacy Wealth Management (Mississippi) first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.19M in Q1 2025. 1,378 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 17,730 shares of Visa worth $6.08M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 2,977 Visa shares in Q2 2026, an estimated $956K.
  • Visa made up 1.56% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #12 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Visa position peaked at $8.19M in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.