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Gallagher Capital Advisors’s Visa V Stock Holding History

Gallagher 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 		$3.34M Sell
11,058
-77
-0.7% -$24.8K 2.25% 17
2025
Q4 		$3.9M Sell
11,135
-61
-0.5% -$20.8K 2.52% 11
2025
Q3 		$3.75M Sell
11,196
-49
-0.4% -$17K 2.16% 11
2025
Q2 		$3.98M Sell
11,245
-106
-0.9% -$36.9K 3.22% 8
2025
Q1 		$3.98M Sell
11,351
-113
-1% -$38.2K 3.03% 8
2024
Q4 		$3.62M Buy
+11,464
New +$3.45M 2.64% 14

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gallagher Capital Advisors's V Position: Q1 2026 in Review

Gallagher Capital Advisors reduced its Visa (V) stake by 0.69% in Q1 2026, selling an estimated $24.8K and leaving 11,058 shares worth $3.34M. The position accounts for 2.25% of the portfolio, ranked #17.

Gallagher Capital Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.98M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Gallagher Capital Advisors held 11,058 shares of Visa worth $3.34M as of Q1 2026.
  • Gallagher Capital Advisors sold 77 Visa shares in Q1 2026, an estimated $24.8K.
  • Visa made up 2.25% of Gallagher Capital Advisors's portfolio in Q1 2026, its #17 holding.
  • Gallagher Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Gallagher Capital Advisors's Visa position peaked at $3.98M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Gallagher Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.