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Visa shares owned by Endowment Wealth Management

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

Historical chart of Endowment Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 954 350.73
2025-09-30 $332k 973 341.46
2025-06-30 $354k 997 354.92

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Gbl Listed Pvt (PSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
New York Life Investments Nyli Hedge Multi (QAI)
Invesco Exchange Traded S&p500 Quality (SPHQ)
Invesco Exch Traded Fd Tr S&p 500 Momntm (SPMO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Circle Internet Group Com Cl A (CRCL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
J P Morgan Exchange Traded Ultra Shrt Etf (JPST)
West Pharmaceutical Services (WST)

View all positions for Endowment Wealth Management

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
Norges Bank Investment Management
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa