Allied Private Wealth »

Visa shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Visa (V) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Visa

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All positions including Visa held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $425k 1.2k 347.60

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Microsoft Corp Stock (MSFT)
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Capital Group Dividend Value Etf Etf (CGDV)
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Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
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Blackstone Stock (BX)
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View all positions for Allied Private Wealth

Top funds holding Visa

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding Visa