GWM
V icon

GDS Wealth Management’s Visa V Stock Holding History

GDS Wealth Management’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 		$21.3M Buy
62,201
+5,379
+9% +$1.73M 1.02% 42
2026
Q1 		$17.2M Buy
56,822
+3,949
+7% +$1.27M 1.03% 39
2025
Q4 		$18.5M Buy
52,873
+1,548
+3% +$527K 1.16% 34
2025
Q3 		$17.5M Buy
51,325
+2,314
+5% +$801K 1.16% 31
2025
Q2 		$17.4M Buy
49,011
+1,042
+2% +$363K 1.27% 28
2025
Q1 		$16.8M Buy
47,969
+2,651
+6% +$897K 1.43% 27
2024
Q4 		$14.3M Buy
45,318
+2,874
+7% +$864K 1.3% 36
2024
Q3 		$11.7M Buy
42,444
+3,771
+10% +$1.02M 1.14% 41
2024
Q2 		$10.2M Buy
38,673
+4,632
+14% +$1.27M 1.11% 44
2024
Q1 		$9.5M Buy
34,041
+4,727
+16% +$1.31M 1.11% 45
2023
Q4 		$7.63M Buy
29,314
+4,396
+18% +$1.08M 1.03% 43
2023
Q3 		$5.73M Buy
24,918
+3,045
+14% +$732K 0.9% 44
2023
Q2 		$5.19M Buy
21,873
+1,278
+6% +$292K 0.84% 42
2023
Q1 		$4.64M Buy
20,595
+2,221
+12% +$494K 0.82% 43
2022
Q4 		$3.82M Buy
18,374
+2,811
+18% +$567K 0.73% 45
2022
Q3 		$2.77M Buy
15,563
+1,411
+10% +$287K 0.62% 45
2022
Q2 		$2.79M Buy
14,152
+2,165
+18% +$447K 0.62% 42
2022
Q1 		$2.56M Buy
11,987
+1,391
+13% +$301K 0.56% 44
2021
Q4 		$2.3M Buy
+10,596
New +$2.27M 0.51% 43

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

GDS Wealth Management's V Position: Q2 2026 in Review

GDS Wealth Management increased its Visa (V) stake by 9.5% in Q2 2026, buying an estimated $1.73M and bringing the position to 62,201 shares worth $21.3M. The position accounts for 1.02% of the portfolio, ranked #42.

GDS Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • GDS Wealth Management held 62,201 shares of Visa worth $21.3M as of Q2 2026.
  • GDS Wealth Management bought 5,379 Visa shares in Q2 2026, an estimated $1.73M.
  • Visa made up 1.02% of GDS Wealth Management's portfolio in Q2 2026, its #42 holding.
  • GDS Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.