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Visa shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 889 350.71
2025-09-30 $224k 655 341.38
2024-12-31 $237k 750 316.04

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Us Aggbd Et (AGG)
Gmo Etf Trust Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

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