Legacy Wealth Asset Management »

Visa shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 5.9k 341.38
2025-06-30 $2.2M 6.1k 355.05
2025-03-31 $2.3M 6.5k 350.46
2024-12-31 $2.1M 6.7k 316.04
2024-06-30 $1.8M 6.8k 262.47

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Chubb (CB)

View all positions for Legacy Wealth Asset 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