GCA
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Gradient Capital Advisors’s Visa V Stock Holding History

Gradient Capital Advisors’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 		$870K Sell
2,535
-94
-4% -$30.2K 0.2% 82
2026
Q1 		$795K Hold
2,629
– – 0.21% 81
2025
Q4 		$922K Sell
2,629
-22
-0.8% -$7.5K 0.24% 71
2025
Q3 		$905K Buy
2,651
+31
+1% +$10.7K 0.24% 72
2025
Q2 		$930K Buy
2,620
+28
+1% +$9.76K 0.27% 63
2025
Q1 		$908K Buy
2,592
+16
+0.6% +$5.41K 0.3% 65
2024
Q4 		$814K Buy
2,576
+33
+1% +$9.92K 0.26% 68
2024
Q3 		$699K Buy
2,543
+140
+6% +$37.9K 0.23% 76
2024
Q2 		$631K Hold
2,403
– – 0.23% 79
2024
Q1 		$671K Buy
2,403
+24
+1% +$6.63K 0.25% 76
2023
Q4 		$619K Hold
2,379
– – 0.24% 77
2023
Q3 		$547K Buy
2,379
+29
+1% +$6.97K 0.23% 79
2023
Q2 		$558K Buy
2,350
+11
+0.5% +$2.52K 0.22% 78
2023
Q1 		$527K Hold
2,339
– – 0.22% 78
2022
Q4 		$486K Sell
2,339
-9
-0.4% -$1.81K 0.22% 79
2022
Q3 		$417K Buy
+2,348
New +$478K 0.2% 86
2022
Q2 		– Sell
-1,049
Closed -$233K – 128
2022
Q1 		$233K Sell
1,049
-185
-15% -$40K 0.1% 110
2021
Q4 		$267K Buy
1,234
+114
+10% +$24.5K 0.11% 106
2021
Q3 		$250K Buy
1,120
+34
+3% +$7.97K 0.11% 105
2021
Q2 		$254K Buy
1,086
+29
+3% +$6.63K 0.12% 102
2021
Q1 		$224K Buy
1,057
+104
+11% +$21.9K 0.12% 102
2020
Q4 		$208K Buy
+953
New +$195K 0.12% 99

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Capital Advisors's V Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Visa (V) stake by 3.6% in Q2 2026, selling an estimated $30.2K and leaving 2,535 shares worth $870K. The position accounts for 0.2% of the portfolio, ranked #82.

Gradient Capital Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $930K in Q2 2025. 950 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gradient Capital Advisors held 2,535 shares of Visa worth $870K as of Q2 2026.
  • Gradient Capital Advisors sold 94 Visa shares in Q2 2026, an estimated $30.2K.
  • Visa made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #82 holding.
  • Gradient Capital Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Gradient Capital Advisors's Visa position peaked at $930K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.