United Asset Strategies, Inc.

Position in V — Visa Inc.

CIK 1539948 GARDEN CITY, NY

Position in V

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,584,711

+$485,128 QoQ

Shares Held

13,363

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,739

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $29,527,482 across 5 Credit Services names. V ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	42,976	$22,072,473
2	V	Visa Inc. This page	13,363	$4,584,711
3	PYPL	PayPal Holdings, Inc.	32,515	$1,403,997
4	AXP	American Express Co	3,695	$1,249,833
5	COF	Capital One Financial Corp	1,079	$216,468

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,584,711	13,363	-1.5%	Shares	Sole	2026-07-13
2026-03-31	$4,099,583	13,564	-2.4%	Shares	Sole	2026-04-29
2025-12-31	$4,874,518	13,899	+2.3%	Shares	Sole	2026-01-28
2025-09-30	$4,640,036	13,592	-1.4%	Shares	Sole	2025-10-23
2025-06-30	$4,895,074	13,787	+7.8%	Shares	Sole	2025-08-08
2025-03-31	$4,480,280	12,784	-16.3%	Shares	Sole	2025-05-14
2024-12-31	$4,825,930	15,270	+2.8%	Shares	Sole	2025-01-22
2024-09-30	$4,082,182	14,847	+3.4%	Shares	Sole	2024-10-28
2024-06-30	$3,769,594	14,362	+28.5%	Shares	Sole	2024-08-01
2024-03-31	$3,120,393	11,181	-2.9%	Shares	Sole	2024-04-23
2023-12-31	$2,996,888	11,511	+2.2%	Shares	Sole	2024-01-30
2023-09-30	$2,589,452	11,258	+3.2%	Shares	Sole	2023-11-07
2023-06-30	$2,589,719	10,905	+102.1%	Shares	Sole	2023-07-25
2023-03-31	$1,216,807	5,397	+0.5%	Shares	Sole	2023-07-25
2022-12-31	$1,116,086	5,372	+13.1%	Shares	Sole	2023-01-26
2022-09-30	$843,837	4,750	+13.8%	Shares	Sole	2022-10-24
2022-06-30	$821,818	4,174	+126.5%	Shares	Sole	2022-08-15
2022-03-31	$408,722	1,843	-24.9%	Shares	Sole	2022-04-29
2021-12-31	$532,023	2,455	+2.8%	Shares	Sole	2022-01-31
2021-09-30	$531,927	2,388	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$559,531	2,393	-5.3%	Shares	Sole	2021-07-19
2021-03-31	$534,829	2,526	-17.9%	Shares	Sole	2021-04-27
2020-12-31	$672,813	3,076	+18.6%	Shares	Sole	2021-02-05
2020-09-30	$518,522	2,593	-9.0%	Shares	Sole	2020-11-03
2020-06-30	$550,341	2,849	-12.7%	Shares	Sole	2020-08-03
2020-03-31	$525,573	3,262	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.