GWMIA
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Global Wealth Management Investment Advisory’s Visa V Stock Holding History

Global Wealth Management Investment 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
Q2 		$361K Sell
1,053
-219
-17% -$70.3K 0.05% 130
2026
Q1 		$384K Sell
1,272
-11
-0.9% -$3.54K 0.06% 123
2025
Q4 		$450K Sell
1,283
-3
-0.2% -$1.02K 0.07% 121
2025
Q3 		$439K Sell
1,286
-20
-2% -$6.92K 0.07% 124
2025
Q2 		$464K Buy
1,306
+419
+47% +$146K 0.09% 120
2025
Q1 		$311K Hold
887
– – 0.06% 121
2024
Q4 		$280K Buy
887
+143
+19% +$43K 0.06% 125
2024
Q3 		$205K Buy
+744
New +$201K 0.04% 132
2024
Q1 		– Sell
-611
Closed -$159K – 419
2023
Q4 		$159K Sell
611
-79
-11% -$19.5K 0.04% 136
2023
Q3 		$159K Buy
690
+100
+17% +$24K 0.04% 137
2023
Q2 		$140K Buy
+590
New +$135K 0.04% 145
2022
Q3 		– Sell
-666
Closed -$131K – 458
2022
Q2 		$131K Buy
666
+76
+13% +$15.7K 0.04% 145
2022
Q1 		$131K Sell
590
-60
-9% -$13K 0.04% 151
2021
Q4 		$141K Sell
650
-169
-21% -$36.3K 0.04% 154
2021
Q3 		$182K Buy
819
+14
+2% +$3.28K 0.06% 139
2021
Q2 		$188K Sell
805
-5
-0.6% -$1.14K 0.06% 131
2021
Q1 		$172K Buy
810
+53
+7% +$11.2K 0.06% 122
2020
Q4 		$166K Sell
757
-96
-11% -$19.6K 0.06% 113
2020
Q3 		$171K Sell
853
-226
-21% -$45.1K 0.07% 108
2020
Q2 		$208K Sell
1,079
-57
-5% -$10.4K 0.09% 111
2020
Q1 		$183K Buy
1,136
+140
+14% +$26.4K 0.09% 105
2019
Q4 		$187K Sell
996
-23
-2% -$4.14K 0.08% 109
2019
Q3 		$175K Sell
1,019
-43
-4% -$7.66K 0.08% 106
2019
Q2 		$184K Sell
1,062
-667
-39% -$109K 0.09% 103
2019
Q1 		$270K Sell
1,729
-395
-19% -$56.9K 0.14% 100
2018
Q4 		$280K Buy
+2,124
New +$293K 0.16% 108

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

Global Wealth Management Investment Advisory's V Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Visa (V) stake by 17% in Q2 2026, selling an estimated $70.3K and leaving 1,053 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #130.

Global Wealth Management Investment Advisory first reported a position in V in Q4 2018 and has held it in 26 quarters since. The position peaked at $464K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Global Wealth Management Investment Advisory held 1,053 shares of Visa worth $361K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 219 Visa shares in Q2 2026, an estimated $70.3K.
  • Visa made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #130 holding.
  • Global Wealth Management Investment Advisory first reported a position in Visa in Q4 2018 and has held it in 26 quarters since.
  • Global Wealth Management Investment Advisory's Visa position peaked at $464K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.