Evergreen Wealth Partners »

Visa shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners investment in Visa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 7.5k 350.72

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

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
UBS Group
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Visa