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Position history for AE Wealth Management LLC's holdings in VISA INC

AE Wealth Management LLC holds 302,052 shares of V (VISA INC), worth $91.3M as of 2026-Q1. The position was increased (+7.0% shares). V represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$91.3M

Current Shares

302,052

Total Value Change

+$44.3M

Total Shares Change

+123,175

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
302,052
+7.0%
$91.3M0.5%$320.83
38
2025-Q4
Increased
282,343
+14.0%
$99M0.6%$352.89
48
2025-Q3
Increased
247,719
+11.0%
$84.6M0.5%$338.79
47
2025-Q2
Increased
223,253
+24.8%
$79.3M0.6%$346.60
51
2025-Q1
Decreased
178,936
-0.8%
$62.7M0.5%$340.30
0
2024-Q4
Increased
180,471
+2.9%
$57M0.5%$312.44
36
2024-Q3
Decreased
175,454
-1.9%
$48.2M0.4%$272.15
0
2024-Q2
Increased
178,877
+23.9%
$47M0.5%$259.07
43

Other major holders of V: VANGUARD GROUP INC, BlackRock, Inc.

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