Gavilan Investment Partners’s Visa V Stock Holding History

Gavilan Investment 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	$21.6M	Hold	63,000	–	–	5.26%	11
2026 Q1	$19M	Hold	63,000	–	–	5.11%	12
2025 Q4	$22.1M	Hold	63,000	–	–	5.31%	12
2025 Q3	$21.5M	Hold	63,000	–	–	4.81%	13
2025 Q2	$22.4M	Hold	63,000	–	–	5.38%	12
2025 Q1	$22.1M	Sell	63,000 -1,000	-2%	-$338K	6.21%	10
2024 Q4	$20.2M	Hold	64,000	–	–	5.61%	11
2024 Q3	$17.6M	Buy	64,000 +5,500	+9%	+$1.49M	5.06%	11
2024 Q2	$15.4M	Hold	58,500	–	–	4.87%	11
2024 Q1	$16.3M	Hold	58,500	–	–	5.31%	10
2023 Q4	$15.2M	Buy	58,500 +1,500	+3%	+$370K	5.66%	11
2023 Q3	$13.1M	Hold	57,000	–	–	5.65%	12
2023 Q2	$13.5M	Buy	57,000 +1,402	+3%	+$321K	6.04%	10
2023 Q1	$12.5M	Buy	55,598 +18,223	+49%	+$4.06M	6.46%	10
2022 Q4	$7.77M	Buy	+37,375	New	+$7.54M	7.97%	4

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Gavilan Investment Partners's V Position: Q2 2026 in Review

Gavilan Investment Partners held its Visa (V) position steady in Q2 2026 at 63,000 shares worth $21.6M. The position accounts for 5.26% of the portfolio, ranked #11.

Gavilan Investment Partners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.4M in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Gavilan Investment Partners held 63,000 shares of Visa worth $21.6M as of Q2 2026.
Gavilan Investment Partners left its Visa share count unchanged in Q2 2026.
Visa made up 5.26% of Gavilan Investment Partners's portfolio in Q2 2026, its #11 holding.
Gavilan Investment Partners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Visa position peaked at $22.4M in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.