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Gallagher Fiduciary Advisors’s Visa V Stock Holding History

Gallagher Fiduciary 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
2025
Q2 		– Sell
-820
Closed -$287K – 341
2025
Q1 		$287K Buy
820
+5
+0.6% +$1.69K 0.01% 243
2024
Q4 		$258K Buy
+815
New +$245K 0.05% 241
2024
Q1 		– Sell
-913
Closed -$238K – 204
2023
Q4 		$238K Buy
+913
New +$225K 0.01% 166

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gallagher Fiduciary Advisors's V Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of Visa (V) in Q2 2025, closing a stake of 820 shares — an estimated $287K sold.

Gallagher Fiduciary Advisors first reported a position in V in Q4 2023 and held it in 3 quarters. The position peaked at $287K in Q1 2025. 4,349 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Gallagher Fiduciary Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 820 Visa shares in Q2 2025, an estimated $287K.
  • Gallagher Fiduciary Advisors first reported a position in Visa in Q4 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's Visa position peaked at $287K in Q1 2025.
  • 4,349 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.