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Visa shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Visa

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

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Quarterly reported holdings in Visa by Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $289k 823 350.61

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier 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
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group
Ameriprise Financial

View all funds holding Visa