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Visa shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 22k 336.90
2025-06-30 $7.3M 22k 336.75
2025-03-31 $7.2M 21k 341.52
2024-12-31 $6.6M 21k 307.72
2024-09-30 $4.2M 15k 283.75
2024-06-30 $3.6M 14k 256.44

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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

View all funds holding Visa