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Visa shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 589 343.22

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Advanced Micro Devices Stock (AMD)
Vaneck Semiconductor Etf Etf (SMH)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
Powershares Qqq Tr Etf (QQQ)
Micron Technology Stock (MU)
First Trust Value Line Dividend Index Fund Etf (FVD)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Tesla Motors Stock (TSLA)
Microsoft Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Amazon.com Stock (AMZN)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)

View all positions for Concentrum Wealth Management

Top funds holding Visa

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
T. Rowe Price Associates
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

View all funds holding Visa