GGS
V icon

Galvin Gaustad & Stein’s Visa V Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$19.8M Sell
54,979
-1,778
-3% -$650K 1.49% 17
2026
Q2 		$19.5M Sell
56,757
-2,043
-3% -$656K 1.44% 19
2026
Q1 		$17.8M Buy
58,800
+2,779
+5% +$894K 1.42% 21
2025
Q4 		$19.6M Sell
56,021
-2,044
-4% -$696K 1.53% 22
2025
Q3 		$19.8M Sell
58,065
-1,163
-2% -$403K 1.61% 21
2025
Q2 		$21M Sell
59,228
-21,140
-26% -$7.37M 1.81% 19
2025
Q1 		$28.2M Sell
80,368
-4,388
-5% -$1.48M 2.52% 5
2024
Q4 		$26.8M Sell
84,756
-1,025
-1% -$308K 2.4% 10
2024
Q3 		$23.6M Buy
85,781
+1,109
+1% +$300K 2.1% 12
2024
Q2 		$22.2M Buy
84,672
+1,549
+2% +$425K 2.07% 14
2024
Q1 		$23.2M Sell
83,123
-1,705
-2% -$471K 2.14% 14
2023
Q4 		$22.1M Buy
84,828
+7,044
+9% +$1.74M 2.07% 18
2023
Q3 		$17.9M Buy
77,784
+927
+1% +$223K 1.81% 24
2023
Q2 		$18.3M Buy
76,857
+30,675
+66% +$7.02M 1.77% 23
2023
Q1 		$10.4M Buy
46,182
+3,568
+8% +$794K 1.03% 42
2022
Q4 		$8.85M Buy
42,614
+7,198
+20% +$1.45M 0.89% 46
2022
Q3 		$6.29M Buy
35,416
+3,492
+11% +$711K 0.67% 52
2022
Q2 		$6.29M Buy
31,924
+2,145
+7% +$443K 0.64% 53
2022
Q1 		$6.6M Buy
29,779
+1,412
+5% +$305K 0.6% 62
2021
Q4 		$6.15M Buy
28,367
+222
+0.8% +$47.7K 0.53% 65
2021
Q3 		$6.27M Sell
28,145
-297
-1% -$69.6K 0.61% 57
2021
Q2 		$6.65M Buy
28,442
+6,848
+32% +$1.57M 0.63% 58
2021
Q1 		$4.57M Buy
21,594
+1,607
+8% +$338K 0.46% 66
2020
Q4 		$4.37M Buy
+19,987
New +$4.09M 0.46% 64

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Galvin Gaustad & Stein's V Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Visa (V) stake by 3.1% in Q3 2026, selling an estimated $650K and leaving 54,979 shares worth $19.8M. The position accounts for 1.49% of the portfolio, ranked #17.

Galvin Gaustad & Stein first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $28.2M in Q1 2025. 353 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Galvin Gaustad & Stein held 54,979 shares of Visa worth $19.8M as of Q3 2026.
  • Galvin Gaustad & Stein sold 1,778 Visa shares in Q3 2026, an estimated $650K.
  • Visa made up 1.49% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #17 holding.
  • Galvin Gaustad & Stein first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Visa position peaked at $28.2M in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.