MLA
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My Legacy Advisors’s Visa V Stock Holding History

My Legacy Advisors’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
2025
Q2 		$2.59M Buy
7,269
+116
+2% +$40.4K 0.92% 29
2025
Q1 		$2.51M Buy
7,153
+232
+3% +$78.5K 0.97% 23
2024
Q4 		$2.19M Sell
6,921
-229
-3% -$68.9K 0.85% 33
2024
Q3 		$1.97M Sell
7,150
-1,616
-18% -$437K 0.78% 36
2024
Q2 		$2.3M Sell
8,766
-1,145
-12% -$314K 0.74% 32
2024
Q1 		$2.77M Buy
9,911
+292
+3% +$80.6K 0.93% 24
2023
Q4 		$2.54M Buy
9,619
+475
+5% +$117K 0.92% 22
2023
Q3 		$2.14M Sell
9,144
-214
-2% -$51.4K 0.87% 26
2023
Q2 		$2.28M Sell
9,358
-278
-3% -$63.6K 0.9% 26
2023
Q1 		$2.18M Sell
9,636
-1,011
-9% -$225K 0.94% 21
2022
Q4 		$2.45M Buy
10,647
+215
+2% +$43.4K 1.05% 17
2022
Q3 		$1.91M Buy
10,432
+700
+7% +$142K 0.96% 16
2022
Q2 		$2M Buy
9,732
+754
+8% +$156K 1% 20
2022
Q1 		$1.99M Buy
+8,978
New +$1.94M 0.92% 21

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's V Position: Q2 2025 in Review

My Legacy Advisors increased its Visa (V) stake by 1.6% in Q2 2025, buying an estimated $40.4K and bringing the position to 7,269 shares worth $2.59M. The position accounts for 0.92% of the portfolio, ranked #29.

My Legacy Advisors first reported a position in V in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q1 2024. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • My Legacy Advisors held 7,269 shares of Visa worth $2.59M as of Q2 2025.
  • My Legacy Advisors bought 116 Visa shares in Q2 2025, an estimated $40.4K.
  • Visa made up 0.92% of My Legacy Advisors's portfolio in Q2 2025, its #29 holding.
  • My Legacy Advisors first reported a position in Visa in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Visa position peaked at $2.77M in Q1 2024.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.