GI
V icon

GLOBALT Investments’s Visa V Stock Holding History

GLOBALT Investments’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 		$5.98M Sell
17,435
-712
-4% -$229K 0.2% 67
2026
Q1 		$5.48M Sell
18,147
-81
-0.4% -$26K 0.2% 65
2025
Q4 		$6.39M Sell
18,228
-711
-4% -$242K 0.23% 56
2025
Q3 		$6.47M Buy
18,939
+2,263
+14% +$783K 0.24% 59
2025
Q2 		$5.92M Sell
16,676
-148
-0.9% -$51.6K 0.23% 61
2025
Q1 		$5.9M Sell
16,824
-2,141
-11% -$724K 0.24% 61
2024
Q4 		$5.99M Buy
18,965
+9
+0% +$2.71K 0.23% 59
2024
Q3 		$5.21M Sell
18,956
-606
-3% -$164K 0.2% 70
2024
Q2 		$5.13M Sell
19,562
-404
-2% -$111K 0.21% 68
2024
Q1 		$5.57M Sell
19,966
-271
-1% -$74.8K 0.22% 63
2023
Q4 		$5.27M Buy
+20,237
New +$4.99M 0.22% 68

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

GLOBALT Investments's V Position: Q2 2026 in Review

GLOBALT Investments reduced its Visa (V) stake by 3.9% in Q2 2026, selling an estimated $229K and leaving 17,435 shares worth $5.98M. The position accounts for 0.2% of the portfolio, ranked #67.

GLOBALT Investments first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.47M in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • GLOBALT Investments held 17,435 shares of Visa worth $5.98M as of Q2 2026.
  • GLOBALT Investments sold 712 Visa shares in Q2 2026, an estimated $229K.
  • Visa made up 0.2% of GLOBALT Investments's portfolio in Q2 2026, its #67 holding.
  • GLOBALT Investments first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Visa position peaked at $6.47M in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.