GIA
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Gladstone Institutional Advisory’s Visa V Stock Holding History

Gladstone Institutional Advisory’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gladstone Institutional Advisory's V Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Visa (V) stake by 0.44% in Q1 2026, buying an estimated $31.8K and bringing the position to 22,561 shares worth $6.82M. The position accounts for 0.25% of the portfolio, ranked #84.

Gladstone Institutional Advisory first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.88M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Gladstone Institutional Advisory held 22,561 shares of Visa worth $6.82M as of Q1 2026.
  • Gladstone Institutional Advisory bought 99 Visa shares in Q1 2026, an estimated $31.8K.
  • Visa made up 0.25% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #84 holding.
  • Gladstone Institutional Advisory first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Visa position peaked at $7.88M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.