LWPC
V icon

Legacy Wealth Partners (Colorado)’s Visa V Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$380K Sell
1,109
-142
-11% -$45.6K 0.09% 131
2026
Q1 		$378K Sell
1,251
-70
-5% -$22.5K 0.09% 113
2025
Q4 		$463K Buy
+1,321
New +$450K 0.12% 105

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 Partners (Colorado)'s V Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $45.6K and leaving 1,109 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #131.

Legacy Wealth Partners (Colorado) first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 1,109 shares of Visa worth $380K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 142 Visa shares in Q2 2026, an estimated $45.6K.
  • Visa made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #131 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Visa position peaked at $463K in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.