GWM
V icon

Gilpin Wealth Management’s Visa V Stock Holding History

Gilpin 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
Q3 		$982K Sell
2,732
-13
-0.5% -$4.75K 0.66% 43
2026
Q2 		$942K Sell
2,745
-42
-2% -$13.5K 0.65% 46
2026
Q1 		$842K Buy
2,787
+15
+0.5% +$4.82K 0.67% 44
2025
Q4 		$972K Buy
+2,772
New +$944K 0.77% 37

Other funds holding V

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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Gilpin Wealth Management's V Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Visa (V) stake by 0.47% in Q3 2026, selling an estimated $4.75K and leaving 2,732 shares worth $982K. The position accounts for 0.66% of the portfolio, ranked #43.

Gilpin Wealth Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Gilpin Wealth Management held 2,732 shares of Visa worth $982K as of Q3 2026.
  • Gilpin Wealth Management sold 13 Visa shares in Q3 2026, an estimated $4.75K.
  • Visa made up 0.66% of Gilpin Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Gilpin Wealth Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.