GWM
V icon

GK Wealth Management’s Visa V Stock Holding History

GK 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 		$903K Buy
+2,631
New +$845K 0.47% 52
2026
Q1 		– Sell
-2,617
Closed -$918K – 203
2025
Q4 		$918K Sell
2,617
-89
-3% -$30.3K 0.61% 41
2025
Q3 		$924K Sell
2,706
-605
-18% -$209K 0.68% 37
2025
Q2 		$1.18M Buy
3,311
+399
+14% +$139K 1.06% 22
2025
Q1 		$1.02M Sell
2,912
-485
-14% -$164K 1.16% 20
2024
Q4 		$1.07M Buy
+3,397
New +$1.02M 1.36% 15

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

GK Wealth Management opened a new position in Visa (V) in Q2 2026: 2,631 shares worth $903K. The stake represents 0.47% of the portfolio and ranks #52 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in V as recently as Q4 2025.

GK Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • GK Wealth Management held 2,631 shares of Visa worth $903K as of Q2 2026.
  • Visa was a new GK Wealth Management position in Q2 2026.
  • Visa made up 0.47% of GK Wealth Management's portfolio in Q2 2026, its #52 holding.
  • GK Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Visa position peaked at $1.18M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.