Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership235,093 shares
Latest Disclosed Value $ 71,054,547
NewEdge Wealth, LLC reports 7.94% increase in ownership of V / Visa Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 235,093 shares of Visa Inc. (CH:V) valued at $71,054,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 217,796 shares of Visa Inc.. This represents a change in shares of 7.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F VISA COM CL A 92826C839 235,093 17,297 7.94 71,055 -6.98 0.8463
2026-02-03 2025-12-31 13F VISA COM CL A 92826C839 217,796 39,545 22.19 76,383 26.02 0.8629
2025-11-07 2025-09-30 13F VISA COM CL A 92826C839 178,251 620 0.35 60,612 2.75 0.8689
2025-08-11 2025-06-30 13F VISA COM CL A 92826C839 177,631 8,291 4.90 58,990 -0.60 0.9240
2025-05-09 2025-03-31 13F VISA COM CL A 92826C839 169,340 -1,376 -0.81 59,347 10.00 1.0749
2025-02-05 2024-12-31 13F VISA COM CL A 92826C839 170,716 8,101 4.98 53,953 20.67 0.9356
2024-11-12 2024-09-30 13F VISA COM CL A 92826C839 162,615 23,355 16.77 44,711 22.32 0.8068
2024-08-02 2024-06-30 13F VISA COM CL A 92826C839 139,260 -3,402 -2.38 36,552 -4.26 0.7918
2024-05-06 2024-03-31 13F VISA COM CL A 92826C839 142,662 15,773 12.43 38,178 15.57 0.8564
2024-01-29 2023-12-31 13F VISA COM CL A 92826C839 126,889 6,911 5.76 33,036 19.71 0.8444
2023-11-08 2023-09-30 13F VISA COM CL A 92826C839 119,978 10,127 9.22 27,596 5.78 0.8744
2023-08-09 2023-06-30 13F VISA COM CL A 92826C839 109,851 21,611 24.49 26,087 31.13 0.8715
2023-05-08 2023-03-31 13F VISA COM CL A 92826C839 88,240 2,135 2.48 19,895 11.21 0.7551
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 86,105 2,495 2.98 17,889 20.44 0.7703
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 83,610 -2,766 -3.20 14,853 -12.67 0.7024
2022-08-09 2022-06-30 13F VISA COM CL A 92826C839 86,376 18,545 27.34 17,007 13.06 0.7725
2022-05-10 2022-03-31 13F VISA COM CL A 92826C839 67,831 13,424 24.67 15,043 27.59 0.6678
2022-01-31 2021-12-31 13F VISA COM CL A 92826C839 54,407 3,326 6.51 11,790 3.62 0.4941
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 51,081 3,347 7.01 11,378 1.94 0.6771
2021-08-11 2021-06-30 13F VISA COM CL A 92826C839 47,734 -584 -1.21 11,161 9.10 0.8523
2021-05-13 2021-03-31 13F VISA COM CL A 92826C839 48,318 35,221 268.92 10,230 257.07 1.0169
2021-05-13 2020-12-31 13F VISA COM CL A 92826C839 13,097 13,097 2,865 0.8814
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.