GBWM
V icon

Granite Bay Wealth Management’s Visa V Stock Holding History

Granite Bay Wealth 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
Q1 		$745K Sell
2,467
-189
-7% -$60.8K 0.16% 46
2025
Q4 		$932K Buy
2,656
+291
+12% +$99.1K 0.22% 41
2025
Q3 		$807K Sell
2,365
-417
-15% -$144K 0.21% 41
2025
Q2 		$988K Buy
2,782
+2
+0.1% +$697 0.32% 32
2025
Q1 		$974K Sell
2,780
-233
-8% -$78.8K 0.34% 36
2024
Q4 		$952K Buy
3,013
+3
+0.1% +$902 0.35% 35
2024
Q3 		$828K Sell
3,010
-237
-7% -$64.1K 0.46% 24
2024
Q2 		$852K Buy
3,247
+1,545
+91% +$423K 0.46% 31
2024
Q1 		$475K Sell
1,702
-127,647
-99% -$35.2M 0.27% 50
2023
Q4 		$31.8M Sell
129,349
-4,277
-3% -$1.05M 0.28% 42
2023
Q3 		$32.1M Buy
133,626
+131,505
+6,200% +$31.6M 0.32% 42
2023
Q2 		$504K Buy
2,121
+52
+3% +$11.9K 0.47% 28
2023
Q1 		$466K Buy
2,069
+822
+66% +$183K 0.33% 44
2022
Q4 		$259K Buy
+1,247
New +$251K 0.17% 52

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Granite Bay Wealth Management's V Position: Q1 2026 in Review

Granite Bay Wealth Management reduced its Visa (V) stake by 7.1% in Q1 2026, selling an estimated $60.8K and leaving 2,467 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #46.

Granite Bay Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.1M in Q3 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Granite Bay Wealth Management held 2,467 shares of Visa worth $745K as of Q1 2026.
  • Granite Bay Wealth Management sold 189 Visa shares in Q1 2026, an estimated $60.8K.
  • Visa made up 0.16% of Granite Bay Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Granite Bay Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Granite Bay Wealth Management's Visa position peaked at $32.1M in Q3 2023.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.