Grant Private Wealth Management’s Visa V Stock Holding History

Grant Private 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	$1.72M	Buy	5,011 +264	+6%	+$84.8K	0.72%	25
2026 Q1	$1.43M	Buy	4,747 +1,357	+40%	+$436K	0.76%	26
2025 Q4	$1.19M	Sell	3,390 -42	-1%	-$14.3K	0.72%	32
2025 Q3	$1.17M	Buy	+3,432	New	+$1.19M	0.72%	32
2025 Q2	–	Sell	-3,357	Closed	-$1.17M	–	143
2025 Q1	$1.17M	Buy	3,357 +621	+23%	+$210K	1.26%	22
2024 Q4	$865K	Buy	+2,736	New	+$823K	0.93%	27

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grant Private Wealth Management's V Position: Q2 2026 in Review

Grant Private Wealth Management increased its Visa (V) stake by 5.6% in Q2 2026, buying an estimated $84.8K and bringing the position to 5,011 shares worth $1.72M. The position accounts for 0.72% of the portfolio, ranked #25.

Grant Private Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Grant Private Wealth Management held 5,011 shares of Visa worth $1.72M as of Q2 2026.
Grant Private Wealth Management bought 264 Visa shares in Q2 2026, an estimated $84.8K.
Visa made up 0.72% of Grant Private Wealth Management's portfolio in Q2 2026, its #25 holding.
Grant Private Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.