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Gray Private Wealth’s Visa V Stock Holding History

Gray Private Wealth’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 		$236K Sell
687
-71
-9% -$22.8K 0.1% 52
2026
Q1 		$229K Hold
758
– – 0.12% 44
2025
Q4 		$266K Hold
758
– – 0.13% 40
2025
Q3 		$259K Hold
758
– – 0.13% 40
2025
Q2 		$269K Buy
758
+178
+31% +$62K 0.14% 36
2025
Q1 		$203K Sell
580
-75
-11% -$25.4K 0.12% 39
2024
Q4 		$207K Buy
+655
New +$197K 0.12% 40

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 $3.37T AUM 44.26% 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

Gray Private Wealth's V Position: Q2 2026 in Review

Gray Private Wealth reduced its Visa (V) stake by 9.4% in Q2 2026, selling an estimated $22.8K and leaving 687 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #52.

Gray Private Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q2 2025. 4,544 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gray Private Wealth held 687 shares of Visa worth $236K as of Q2 2026.
  • Gray Private Wealth sold 71 Visa shares in Q2 2026, an estimated $22.8K.
  • Visa made up 0.1% of Gray Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Gray Private Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Gray Private Wealth's Visa position peaked at $269K in Q2 2025.
  • 4,544 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.