GC Wealth Management RIA’s Visa V Stock Holding History

GC Wealth Management RIA’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	$18.1M	Sell	52,659 -5,407	-9%	-$1.74M	1.04%	16
2026 Q1	$17.5M	Sell	58,066 -854	-1%	-$275K	0.73%	21
2025 Q4	$20.7M	Sell	58,920 -23,622	-29%	-$8.05M	0.76%	20
2025 Q3	$28.2M	Buy	82,542 +42,548	+106%	+$14.7M	0.93%	14
2025 Q2	$14.2M	Buy	39,994 +30,372	+316%	+$10.6M	1.16%	10
2025 Q1	$3.37M	Sell	9,622 -1,238	-11%	-$419K	0.62%	38
2024 Q4	$3.43M	Sell	10,860 -3,370	-24%	-$1.01M	0.6%	36
2024 Q3	$3.91M	Sell	14,230 -2,054	-13%	-$555K	0.68%	29
2024 Q2	$4.27M	Buy	16,284 +1,075	+7%	+$295K	0.84%	23
2024 Q1	$4.24M	Buy	15,209 +3,787	+33%	+$1.05M	0.85%	24
2023 Q4	$2.97M	Buy	+11,422	New	+$2.82M	1.34%	15

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

GC Wealth Management RIA's V Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Visa (V) stake by 9.3% in Q2 2026, selling an estimated $1.74M and leaving 52,659 shares worth $18.1M. The position accounts for 1.04% of the portfolio, ranked #16.

GC Wealth Management RIA first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.2M in Q3 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

GC Wealth Management RIA held 52,659 shares of Visa worth $18.1M as of Q2 2026.
GC Wealth Management RIA sold 5,407 Visa shares in Q2 2026, an estimated $1.74M.
Visa made up 1.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #16 holding.
GC Wealth Management RIA first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Visa position peaked at $28.2M in Q3 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.