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Position history for NewEdge Wealth, LLC's holdings in VISA INC

NewEdge Wealth, LLC holds 235,093 shares of V (VISA INC), worth $71.1M as of 2026-Q1. The position was increased (+7.9% shares). V represents 0.8% of NewEdge Wealth, LLC's portfolio.

Current Value

$71.1M

Current Shares

235,093

Total Value Change

+$34.5M

Total Shares Change

+95,833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
235,093
+7.9%
$71.1M0.8%$320.83
45
2025-Q4
Increased
217,796
+22.2%
$76.4M0.9%$352.89
50
2025-Q3
Increased
178,251
+0.3%
$60.6M0.9%$338.79
42
2025-Q2
Increased
177,631
+4.9%
$59M0.9%$346.60
44
2025-Q1
Decreased
169,340
-0.8%
$59.3M1.1%$340.30
0
2024-Q4
Increased
170,716
+5.0%
$54M0.9%$312.44
44
2024-Q3
Increased
162,615
+16.8%
$44.7M0.8%$272.15
48
2024-Q2
Decreased
139,260
-2.4%
$36.6M0.8%$259.07
0

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

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