GBWM
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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
Q2 		$2.52M Buy
7,334
+4,867
+197% +$1.56M 0.23% 58
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 Buy
+1,702
New +$470K 0.27% 50
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 $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 $3.38T AUM 44.17% 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

Granite Bay Wealth Management's V Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Visa (V) stake by 197% in Q2 2026, buying an estimated $1.56M and bringing the position to 7,334 shares worth $2.52M. The position accounts for 0.23% of the portfolio, ranked #58.

Granite Bay Wealth Management first reported a position in V in Q4 2022 and has held it in 13 quarters since. 4,594 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Granite Bay Wealth Management held 7,334 shares of Visa worth $2.52M as of Q2 2026.
  • Granite Bay Wealth Management bought 4,867 Visa shares in Q2 2026, an estimated $1.56M.
  • Visa made up 0.23% of Granite Bay Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Granite Bay Wealth Management first reported a position in Visa in Q4 2022 and has held it in 13 quarters since.
  • 4,594 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.