GAM
V icon

Grandview Asset Management’s Visa V Stock Holding History

Grandview Asset Management’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 		$2.34M Sell
6,827
-173
-2% -$55.5K 0.58% 38
2026
Q1 		$2.12M Sell
7,000
-180
-3% -$57.9K 0.62% 34
2025
Q4 		$2.52M Sell
7,180
-74
-1% -$25.2K 0.69% 29
2025
Q3 		$2.48M Sell
7,254
-90
-1% -$31.1K 0.7% 29
2025
Q2 		$2.61M Buy
7,344
+352
+5% +$123K 0.84% 28
2025
Q1 		$2.45M Buy
6,992
+229
+3% +$77.5K 0.93% 25
2024
Q4 		$2.14M Buy
6,763
+717
+12% +$216K 0.78% 31
2024
Q3 		$1.66M Buy
6,046
+103
+2% +$27.8K 0.95% 22
2024
Q2 		$1.56M Buy
5,943
+139
+2% +$38.1K 0.91% 21
2024
Q1 		$1.62M Buy
5,804
+120
+2% +$33.1K 0.74% 30
2023
Q4 		$1.48M Buy
5,684
+28
+0.5% +$6.9K 0.78% 30
2023
Q3 		$1.3M Sell
5,656
-571
-9% -$137K 0.75% 36
2023
Q2 		$1.48M Buy
6,227
+548
+10% +$125K 1.44% 21
2023
Q1 		$1.28M Sell
5,679
-49
-0.9% -$10.9K 0.75% 35
2022
Q4 		$1.19M Sell
5,728
-620
-10% -$125K 0.74% 37
2022
Q3 		$1.13M Sell
6,348
-25
-0.4% -$5.09K 0.72% 41
2022
Q2 		$1.25M Sell
6,373
-233
-4% -$48.2K 0.7% 39
2022
Q1 		$1.47M Buy
6,606
+94
+1% +$20.3K 0.62% 44
2021
Q4 		$1.41M Buy
6,512
+539
+9% +$116K 0.57% 46
2021
Q3 		$1.33M Buy
+5,973
New +$1.4M 1.37% 24
2021
Q2 		– Sell
-4,192
Closed -$888K – 446
2021
Q1 		$888K Buy
4,192
+855
+26% +$180K 0.47% 62
2020
Q4 		$730K Buy
3,337
+464
+16% +$95K 0.48% 57
2020
Q3 		$575K Buy
2,873
+1,221
+74% +$244K 0.47% 54
2020
Q2 		$319K Buy
+1,652
New +$302K 0.28% 75
2020
Q1 		– Sell
-21,925
Closed -$4.19M – 76
2019
Q4 		$4.19M Sell
21,925
-1,592
-7% -$287K 3.97% 7
2019
Q3 		$4.1M Buy
23,517
+399
+2% +$71.1K 3.71% 6
2019
Q2 		$4.01M Sell
23,118
-1,734
-7% -$284K 3.71% 6
2019
Q1 		$3.88M Sell
24,852
-580
-2% -$83.6K 3.58% 7
2018
Q4 		$3.35M Buy
+25,432
New +$3.51M 3.56% 6

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Grandview Asset Management's V Position: Q2 2026 in Review

Grandview Asset Management reduced its Visa (V) stake by 2.5% in Q2 2026, selling an estimated $55.5K and leaving 6,827 shares worth $2.34M. The position accounts for 0.58% of the portfolio, ranked #38.

Grandview Asset Management first reported a position in V in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.19M in Q4 2019. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Grandview Asset Management held 6,827 shares of Visa worth $2.34M as of Q2 2026.
  • Grandview Asset Management sold 173 Visa shares in Q2 2026, an estimated $55.5K.
  • Visa made up 0.58% of Grandview Asset Management's portfolio in Q2 2026, its #38 holding.
  • Grandview Asset Management first reported a position in Visa in Q4 2018 and has held it in 29 quarters since.
  • Grandview Asset Management's Visa position peaked at $4.19M in Q4 2019.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.