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 Q3	$1.43M	Sell	3,970 -1,041	-21%	-$381K	0.64%	34
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Grant Private Wealth Management's V Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Visa (V) stake by 21% in Q3 2026, selling an estimated $381K and leaving 3,970 shares worth $1.43M. The position accounts for 0.64% of the portfolio, ranked #34.

Grant Private Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q2 2026. 2,836 funds tracked by Wall St. Rank hold V as of Q3 2026.

Grant Private Wealth Management held 3,970 shares of Visa worth $1.43M as of Q3 2026.
Grant Private Wealth Management sold 1,041 Visa shares in Q3 2026, an estimated $381K.
Visa made up 0.64% of Grant Private Wealth Management's portfolio in Q3 2026, its #34 holding.
Grant Private Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Visa position peaked at $1.72M in Q2 2026.
2,836 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.