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Gateway Wealth Partners’s Visa V Stock Holding History

Gateway Wealth Partners’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
Q2 		$1.49M Sell
4,355
-4,115
-49% -$1.32M 0.09% 234
2026
Q1 		$2.56M Buy
8,470
+5,311
+168% +$1.71M 0.1% 217
2025
Q4 		$1.11M Buy
3,159
+13
+0.4% +$4.43K 0.12% 169
2025
Q3 		$1.07M Buy
3,146
+893
+40% +$309K 0.15% 150
2025
Q2 		$800K Buy
2,253
+239
+12% +$83.3K 0.15% 151
2025
Q1 		$706K Buy
2,014
+251
+14% +$84.9K 0.16% 142
2024
Q4 		$557K Buy
1,763
+368
+26% +$111K 0.14% 152
2024
Q3 		$383K Buy
1,395
+42
+3% +$11.4K 0.11% 177
2024
Q2 		$355K Sell
1,353
-32
-2% -$8.77K 0.11% 181
2024
Q1 		$387K Buy
1,385
+93
+7% +$25.7K 0.14% 142
2023
Q4 		$336K Sell
1,292
-1,734
-57% -$427K 0.14% 141
2023
Q3 		$696K Buy
3,026
+414
+16% +$99.5K 0.13% 105
2023
Q2 		$620K Sell
2,612
-137
-5% -$31.4K 0.11% 109
2023
Q1 		$620K Buy
2,749
+257
+10% +$57.2K 0.1% 102
2022
Q4 		$518K Buy
+2,492
New +$503K 0.09% 104

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gateway Wealth Partners's V Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Visa (V) stake by 49% in Q2 2026, selling an estimated $1.32M and leaving 4,355 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #234.

Gateway Wealth Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q1 2026. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gateway Wealth Partners held 4,355 shares of Visa worth $1.49M as of Q2 2026.
  • Gateway Wealth Partners sold 4,115 Visa shares in Q2 2026, an estimated $1.32M.
  • Visa made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Gateway Wealth Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Visa position peaked at $2.56M in Q1 2026.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.