Annis Gardner Whiting Capital Advisors’s Visa V Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.73M	Buy	9,048 +652	+8%	+$210K	0.44%	34
2025 Q4	$2.94M	Buy	8,396 +192	+2%	+$65.4K	0.56%	23
2025 Q3	$2.8M	Buy	8,204 +3,103	+61%	+$1.07M	0.58%	24
2025 Q2	$1.81M	Buy	5,101 +784	+18%	+$273K	0.63%	29
2025 Q1	$1.51M	Sell	4,317 -2,345	-35%	-$794K	0.64%	31
2024 Q4	$2.11M	Buy	6,662 +92	+1%	+$27.7K	0.59%	26
2024 Q3	$1.81M	Sell	6,570 -787	-11%	-$213K	0.51%	30
2024 Q2	$1.93M	Buy	7,357 +371	+5%	+$102K	0.55%	25
2024 Q1	$1.95M	Buy	6,986 +953	+16%	+$263K	0.7%	17
2023 Q4	$1.57M	Buy	6,033 +1,625	+37%	+$401K	0.69%	19
2023 Q3	$1.01M	Buy	+4,408	New	+$1.06M	0.54%	29

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's V Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Visa (V) stake by 7.8% in Q1 2026, buying an estimated $210K and bringing the position to 9,048 shares worth $2.73M. The position accounts for 0.44% of the portfolio, ranked #34.

Annis Gardner Whiting Capital Advisors first reported a position in V in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 9,048 shares of Visa worth $2.73M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 652 Visa shares in Q1 2026, an estimated $210K.
Visa made up 0.44% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #34 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Visa in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Visa position peaked at $2.94M in Q4 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.