Gladstone Institutional Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.6M | Sell |
22,149
-412
| -2% | -$132K | 0.24% | 87 |
|
|
2026
Q1 | $6.82M | Buy |
22,561
+99
| +0.4% | +$31.8K | 0.25% | 84 |
|
|
2025
Q4 | $7.88M | Buy |
22,462
+1,245
| +6% | +$424K | 0.3% | 73 |
|
|
2025
Q3 | $7.24M | Buy |
21,217
+1,429
| +7% | +$495K | 0.28% | 81 |
|
|
2025
Q2 | $7.03M | Buy |
19,788
+748
| +4% | +$261K | 0.29% | 77 |
|
|
2025
Q1 | $6.67M | Sell |
19,040
-273
| -1% | -$92.4K | 0.31% | 77 |
|
|
2024
Q4 | $6.1M | Sell |
19,313
-2,765
| -13% | -$831K | 0.28% | 80 |
|
|
2024
Q3 | $6.07M | Buy |
22,078
+1,236
| +6% | +$334K | 0.3% | 82 |
|
|
2024
Q2 | $5.47M | Buy |
20,842
+1,787
| +9% | +$490K | 0.28% | 92 |
|
|
2024
Q1 | $5.32M | Sell |
19,055
-6,339
| -25% | -$1.75M | 0.29% | 89 |
|
|
2023
Q4 | $6.61M | Sell |
25,394
-953
| -4% | -$235K | 0.37% | 67 |
|
|
2023
Q3 | $6.06M | Buy |
26,347
+945
| +4% | +$227K | 0.39% | 59 |
|
|
2023
Q2 | $6.03M | Buy |
25,402
+1,314
| +5% | +$301K | 0.37% | 68 |
|
|
2023
Q1 | $5.43M | Sell |
24,088
-4,720
| -16% | -$1.05M | 0.35% | 71 |
|
|
2022
Q4 | $5.99M | Buy |
28,808
+1,502
| +6% | +$303K | 0.42% | 56 |
|
|
2022
Q3 | $4.85M | Sell |
27,306
-2,008
| -7% | -$409K | 0.38% | 61 |
|
|
2022
Q2 | $5.77M | Sell |
29,314
-4,387
| -13% | -$907K | 0.46% | 46 |
|
|
2022
Q1 | $7.47M | Buy |
33,701
+5,535
| +20% | +$1.2M | 0.51% | 42 |
|
|
2021
Q4 | $6.1M | Buy |
28,166
+2,103
| +8% | +$451K | 0.47% | 47 |
|
|
2021
Q3 | $5.81M | Buy |
26,063
+9,230
| +55% | +$2.16M | 0.57% | 41 |
|
|
2021
Q2 | $3.94M | Buy |
16,833
+5,617
| +50% | +$1.28M | 0.47% | 58 |
|
|
2021
Q1 | $2.38M | Buy |
11,216
+3,150
| +39% | +$663K | 0.37% | 69 |
|
|
2020
Q4 | $1.76M | Sell |
8,066
-763
| -9% | -$156K | 0.35% | 65 |
|
|
2020
Q3 | $1.77M | Sell |
8,829
-1,019
| -10% | -$204K | 0.42% | 53 |
|
|
2020
Q2 | $1.9M | Sell |
9,848
-574
| -6% | -$105K | 0.48% | 46 |
|
|
2020
Q1 | $1.68M | Buy |
10,422
+3,397
| +48% | +$640K | 0.43% | 53 |
|
|
2019
Q4 | $1.32M | Buy |
7,025
+1,474
| +27% | +$266K | 0.32% | 68 |
|
|
2019
Q3 | $954K | Sell |
5,551
-9
| -0.2% | -$1.6K | 0.24% | 84 |
|
|
2019
Q2 | $965K | Buy |
5,560
+782
| +16% | +$128K | 0.29% | 73 |
|
|
2019
Q1 | $746K | Sell |
4,778
-711
| -13% | -$102K | 0.27% | 81 |
|
|
2018
Q4 | $724K | Buy |
+5,489
| New | +$758K | 0.42% | 54 |
|
Other funds holding V
Gladstone Institutional Advisory's V Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $132K and leaving 22,149 shares worth $7.6M. The position accounts for 0.24% of the portfolio, ranked #87.
Gladstone Institutional Advisory first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.88M in Q4 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Gladstone Institutional Advisory held 22,149 shares of Visa worth $7.6M as of Q2 2026.
- Gladstone Institutional Advisory sold 412 Visa shares in Q2 2026, an estimated $132K.
- Visa made up 0.24% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #87 holding.
- Gladstone Institutional Advisory first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Visa position peaked at $7.88M in Q4 2025.
- 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.