TLA
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Tanglewood Legacy Advisors’s Visa V Stock Holding History

Tanglewood 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
2026
Q2 		$42.6K Hold
124
– – 0.01% 175
2026
Q1 		$37.5K Hold
124
– – 0.01% 176
2025
Q4 		$43.4K Sell
124
-305
-71% -$104K 0.02% 169
2025
Q3 		$146K Sell
429
-14
-3% -$4.84K 0.06% 104
2025
Q2 		$157K Sell
443
-28
-6% -$9.76K 0.06% 104
2025
Q1 		$165K Sell
471
-8
-2% -$2.71K 0.07% 104
2024
Q4 		$151K Buy
479
+1
+0.2% +$301 0.06% 104
2024
Q3 		$132K Hold
478
– – 0.06% 104
2024
Q2 		$126K Hold
478
– – 0.06% 107
2024
Q1 		$133K Buy
478
+8
+2% +$2.21K 0.07% 101
2023
Q4 		$122K Hold
470
– – 0.07% 101
2023
Q3 		$108K Hold
470
– – 0.06% 108
2023
Q2 		$112K Hold
470
– – 0.06% 106
2023
Q1 		$106K Hold
470
– – 0.07% 105
2022
Q4 		$97.6K Buy
+470
New +$94.8K 0.07% 94

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

Tanglewood Legacy Advisors's V Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Visa (V) position steady in Q2 2026 at 124 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #175.

Tanglewood Legacy Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $165K in Q1 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tanglewood Legacy Advisors held 124 shares of Visa worth $42.6K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #175 holding.
  • Tanglewood Legacy Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Visa position peaked at $165K in Q1 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.