Financial Gravity Asset Management’s Visa V Stock Holding History

Financial Gravity Asset Management’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	$130K	Buy	429 +23	+6%	+$7.4K	0.02%	196
2025 Q4	$142K	Sell	406 -79	-16%	-$26.9K	0.03%	147
2025 Q3	$166K	Buy	+485	New	+$168K	0.03%	165
2025 Q1	$164K	Buy	+467	New	+$158K	0.04%	164
2024 Q2	$119K	Buy	452 +388	+606%	+$106K	0.03%	165
2024 Q1	$16.9K	Buy	64 +1	+2%	+$276	﹤0.01%	397
2023 Q4	$17K	Buy	+63	New	+$15.5K	﹤0.01%	404
2021 Q3	$227K	Sell	21 -46	-69%	-$10.8K	0.11%	157
2021 Q2	$249K	Buy	+67	New	+$15.3K	0.09%	142
2020 Q4	$17K	Buy	+80	New	+$16.4K	0.02%	141
2019 Q4	$279K	Sell	683 -46	-6%	-$8.29K	0.19%	62
2019 Q3	$125K	Sell	729 -245	-25%	-$43.6K	0.11%	178
2019 Q2	$169K	Buy	974 +568	+140%	+$93K	0.14%	164
2019 Q1	$64K	Buy	+406	New	+$58.5K	0.05%	261
2018 Q3	$51K	Sell	386 -41	-10%	-$5.83K	0.05%	317
2018 Q2	$60K	Sell	427 -441	-51%	-$56.8K	0.06%	286
2018 Q1	$110K	Buy	+868	New	+$105K	0.11%	176

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's V Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Visa (V) stake by 5.7% in Q1 2026, buying an estimated $7.4K and bringing the position to 429 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #196.

Financial Gravity Asset Management first reported a position in V in Q1 2018 and has held it in 17 quarters since. The position peaked at $279K in Q4 2019. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

Financial Gravity Asset Management held 429 shares of Visa worth $130K as of Q1 2026.
Financial Gravity Asset Management bought 23 Visa shares in Q1 2026, an estimated $7.4K.
Visa made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #196 holding.
Financial Gravity Asset Management first reported a position in Visa in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Visa position peaked at $279K in Q4 2019.
4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.