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Legacy Wealth Management, LLC / MS → V

Legacy Wealth Management, LLC / MS V Position History

Visa Inc. • Services

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.2M
Q1 2026$6.3M
Q2 2026$6.1M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M16.0K——
Q2 2026$6.1M17.7K——
Q1 2026$6.3M20.7K——
Q4 2025$7.2M20.7K——

Other funds holding V

Other Legacy Wealth Management, LLC / MS positions

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SPY

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NVDA

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$63.9M
SPY

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$62.8M
SPY

SPDR S&P 500 ETF TR

$57M
STT-PG

SPDR S&P 500 Portfolio ETF

$42.3M