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Visa shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $480k 1.4k 350.71
2025-09-30 $459k 1.3k 341.38
2025-06-30 $448k 1.3k 355.05
2025-03-31 $421k 1.2k 350.46
2024-12-31 $226k 715 316.04

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for CogentBlue Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group
Ameriprise Financial

View all funds holding Visa