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Gratus Wealth Advisors’s Visa V Stock Holding History

Gratus Wealth Advisors’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 		$908K Sell
2,647
-62
-2% -$19.9K 0.12% 66
2026
Q1 		$819K Buy
2,709
+32
+1% +$10.3K 0.12% 67
2025
Q4 		$939K Sell
2,677
-316
-11% -$108K 0.13% 63
2025
Q3 		$1.02M Sell
2,993
-188
-6% -$65.1K 0.14% 60
2025
Q2 		$1.13M Sell
3,181
-56
-2% -$19.5K 0.17% 54
2025
Q1 		$1.13M Sell
3,237
-103
-3% -$34.9K 0.19% 49
2024
Q4 		$1.06M Hold
3,340
– – 0.17% 56
2024
Q3 		$914K Sell
3,340
-534
-14% -$144K 0.15% 65
2024
Q2 		$1.03M Buy
3,874
+46
+1% +$12.6K 0.18% 54
2024
Q1 		$1.04M Sell
3,828
-118
-3% -$32.6K 0.19% 50
2023
Q4 		$1.03M Buy
+3,946
New +$973K 0.2% 53

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Gratus Wealth Advisors's V Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $19.9K and leaving 2,647 shares worth $908K. The position accounts for 0.12% of the portfolio, ranked #66.

Gratus Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gratus Wealth Advisors held 2,647 shares of Visa worth $908K as of Q2 2026.
  • Gratus Wealth Advisors sold 62 Visa shares in Q2 2026, an estimated $19.9K.
  • Visa made up 0.12% of Gratus Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Gratus Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Visa position peaked at $1.13M in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.