Leo Wealth LLC’s Visa V Stock Holding History

Leo Wealth LLC’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 Q1	$1.78M	Buy	5,880 +463	+9%	+$149K	0.13%	135
2025 Q4	$1.9M	Buy	5,417 +2,985	+123%	+$1.02M	0.14%	125
2025 Q3	$830K	Sell	2,432 -5,471	-69%	-$1.89M	0.11%	138
2025 Q2	$2.8M	Buy	7,903 +2,632	+50%	+$917K	0.22%	89
2025 Q1	$1.85M	Sell	5,271 -2,666	-34%	-$902K	0.27%	73
2024 Q4	$2.51M	Buy	7,937 +239	+3%	+$71.9K	0.22%	76
2024 Q3	$2.12M	Sell	7,698 -354	-4%	-$95.7K	0.19%	89
2024 Q2	$2.12M	Buy	8,052 +621	+8%	+$170K	0.22%	81
2024 Q1	$2.07M	Buy	7,431 +1,733	+30%	+$478K	0.21%	80
2023 Q4	$1.5M	Buy	+5,698	New	+$1.4M	0.16%	106

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Leo Wealth LLC's V Position: Q1 2026 in Review

Leo Wealth LLC increased its Visa (V) stake by 8.5% in Q1 2026, buying an estimated $149K and bringing the position to 5,880 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #135.

Leo Wealth LLC first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.8M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Leo Wealth LLC held 5,880 shares of Visa worth $1.78M as of Q1 2026.
Leo Wealth LLC bought 463 Visa shares in Q1 2026, an estimated $149K.
Visa made up 0.13% of Leo Wealth LLC's portfolio in Q1 2026, its #135 holding.
Leo Wealth LLC first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Visa position peaked at $2.8M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.