GI
V icon

Gradient Investments’s Visa V Stock Holding History

Gradient 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 		$47M Buy
136,912
+11,388
+9% +$3.66M 0.65% 43
2026
Q1 		$37.9M Buy
125,524
+699
+0.6% +$225K 0.59% 54
2025
Q4 		$43.8M Sell
124,825
-23,129
-16% -$7.88M 0.69% 39
2025
Q3 		$50.5M Buy
147,954
+2,831
+2% +$980K 0.84% 33
2025
Q2 		$51.5M Sell
145,123
-6,189
-4% -$2.16M 0.94% 27
2025
Q1 		$53M Buy
151,312
+2,599
+2% +$879K 1.07% 26
2024
Q4 		$47M Buy
148,713
+27,686
+23% +$8.33M 0.95% 27
2024
Q3 		$33.3M Buy
121,027
+40,020
+49% +$10.8M 0.69% 49
2024
Q2 		$21.3M Buy
81,007
+12,404
+18% +$3.4M 0.48% 64
2024
Q1 		$19.1M Sell
68,603
-1,849
-3% -$510K 0.44% 64
2023
Q4 		$18.3M Buy
70,452
+2,093
+3% +$516K 0.44% 67
2023
Q3 		$15.7M Buy
68,359
+5,331
+8% +$1.28M 0.42% 76
2023
Q2 		$15M Buy
63,028
+3,946
+7% +$903K 0.39% 91
2023
Q1 		$13.3M Buy
59,082
+5,635
+11% +$1.25M 0.36% 92
2022
Q4 		$11.1M Sell
53,447
-3,104
-5% -$626K 0.35% 98
2022
Q3 		$10M Sell
56,551
-11,059
-16% -$2.25M 0.31% 102
2022
Q2 		$13.3M Sell
67,610
-14,186
-17% -$2.93M 0.39% 60
2022
Q1 		$18.1M Sell
81,796
-1,116
-1% -$241K 0.47% 48
2021
Q4 		$18M Buy
82,912
+14,674
+22% +$3.15M 0.46% 47
2021
Q3 		$15.2M Buy
68,238
+8,500
+14% +$1.99M 0.43% 47
2021
Q2 		$14M Buy
59,738
+2,214
+4% +$506K 0.41% 49
2021
Q1 		$12.2M Buy
57,524
+22,176
+63% +$4.67M 0.4% 46
2020
Q4 		$7.07M Sell
35,348
-308
-0.9% -$63K 0.3% 88
2020
Q3 		$7.13M Buy
35,656
+2,061
+6% +$412K 0.3% 88
2020
Q2 		$6.49M Buy
33,595
+1,753
+6% +$320K 0.3% 88
2020
Q1 		$5.13M Buy
31,842
+6,122
+24% +$1.15M 0.28% 87
2019
Q4 		$4.83M Sell
25,720
-18
-0.1% -$3.24K 0.22% 95
2019
Q3 		$4.43M Buy
25,738
+4,102
+19% +$731K 0.22% 101
2019
Q2 		$3.75M Buy
21,636
+11,543
+114% +$1.89M 0.19% 98
2019
Q1 		$1.58M Sell
10,093
-303
-3% -$43.7K 0.1% 99
2018
Q4 		$1.37M Sell
10,396
-2,515
-19% -$347K 0.08% 123
2018
Q3 		$1.94M Buy
12,911
+2,326
+22% +$331K 0.1% 124
2018
Q2 		$1.4M Buy
10,585
+1,498
+16% +$193K 0.07% 130
2018
Q1 		$1.09M Buy
9,087
+776
+9% +$94K 0.06% 133
2017
Q4 		$948K Buy
8,311
+1,176
+16% +$130K 0.05% 139
2017
Q3 		$751K Buy
7,135
+23
+0.3% +$2.33K 0.05% 139
2017
Q2 		$667K Buy
7,112
+251
+4% +$23.3K 0.05% 136
2017
Q1 		$610K Sell
6,861
-315
-4% -$27.1K 0.05% 116
2016
Q4 		$560K Sell
7,176
-206
-3% -$16.6K 0.05% 122
2016
Q3 		$610K Buy
7,382
+58
+0.8% +$4.64K 0.06% 119
2016
Q2 		$543K Sell
7,324
-302
-4% -$23.6K 0.06% 110
2016
Q1 		$583K Sell
7,626
-764
-9% -$55.5K 0.07% 105
2015
Q4 		$651K Sell
8,390
-530
-6% -$41.1K 0.09% 114
2015
Q3 		$621K Sell
8,920
-2,179
-20% -$156K 0.09% 112
2015
Q2 		$745K Buy
11,099
+2,235
+25% +$151K 0.1% 113
2015
Q1 		$580K Sell
8,864
-404
-4% -$26.7K 0.09% 121
2014
Q4 		$607K Sell
9,268
-952
-9% -$57.3K 0.1% 114
2014
Q3 		$545K Sell
10,220
-112
-1% -$6.02K 0.1% 120
2014
Q2 		$544K Buy
10,332
+1,668
+19% +$87.2K 0.11% 118
2014
Q1 		$468K Buy
8,664
+2,460
+40% +$137K 0.11% 124
2013
Q4 		$345K Buy
6,204
+2,484
+67% +$125K 0.09% 119
2013
Q3 		$178K Buy
3,720
+1,672
+82% +$77.3K 0.06% 133
2013
Q2 		$94K Buy
+2,048
New +$89.6K 0.04% 138

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Gradient Investments's V Position: Q2 2026 in Review

Gradient Investments increased its Visa (V) stake by 9.1% in Q2 2026, buying an estimated $3.66M and bringing the position to 136,912 shares worth $47M. The position accounts for 0.65% of the portfolio, ranked #43.

Gradient Investments first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $53M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gradient Investments held 136,912 shares of Visa worth $47M as of Q2 2026.
  • Gradient Investments bought 11,388 Visa shares in Q2 2026, an estimated $3.66M.
  • Visa made up 0.65% of Gradient Investments's portfolio in Q2 2026, its #43 holding.
  • Gradient Investments first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Visa position peaked at $53M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.