Great Diamond Partners’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.11M Sell
6,149
-102
-2% -$32.7K 0.36% 76
2026
Q1
$1.89M Sell
6,251
-131
-2% -$42.1K 0.36% 81
2025
Q4
$2.24M Buy
6,382
+72
+1% +$24.5K 0.43% 72
2025
Q3
$2.15M Sell
6,310
-43
-0.7% -$14.9K 0.42% 73
2025
Q2
$2.26M Buy
6,353
+639
+11% +$223K 0.48% 60
2025
Q1
$2M Sell
5,714
-452
-7% -$153K 0.55% 55
2024
Q4
$1.95M Sell
6,166
-22
-0.4% -$6.62K 0.5% 60
2024
Q3
$1.7M Sell
6,188
-2,822
-31% -$763K 0.43% 68
2024
Q2
$2.36M Sell
9,010
-53
-0.6% -$14.5K 0.56% 53
2024
Q1
$2.53M Sell
9,063
-60
-0.7% -$16.6K 0.58% 52
2023
Q4
$2.38M Sell
9,123
-39
-0.4% -$9.61K 0.59% 50
2023
Q3
$2.11M Buy
9,162
+109
+1% +$26.2K 0.57% 50
2023
Q2
$2.15M Buy
9,053
+868
+11% +$199K 0.57% 52
2023
Q1
$1.85M Sell
8,185
-191
-2% -$42.5K 0.53% 46
2022
Q4
$1.74M Buy
8,376
+76
+0.9% +$15.3K 0.54% 51
2022
Q3
$1.47M Sell
8,300
-98
-1% -$19.9K 0.5% 55
2022
Q2
$1.65M Buy
8,398
+11
+0.1% +$2.27K 0.55% 48
2022
Q1
$1.86M Sell
8,387
-741
-8% -$160K 0.52% 52
2021
Q4
$1.98M Buy
9,128
+225
+3% +$48.3K 0.51% 54
2021
Q3
$1.98M Buy
8,903
+1,730
+24% +$406K 0.54% 52
2021
Q2
$1.68M Buy
7,173
+9
+0.1% +$2.06K 0.47% 60
2021
Q1
$1.52M Sell
7,164
-191
-3% -$40.2K 0.47% 59
2020
Q4
$1.61M Sell
7,355
-712
-9% -$146K 0.51% 51
2020
Q3
$1.61M Buy
8,067
+170
+2% +$34K 0.59% 44
2020
Q2
$1.52M Buy
7,897
+362
+5% +$66.1K 0.63% 41
2020
Q1
$1.21M Sell
7,535
-422
-5% -$79.5K 0.62% 42
2019
Q4
$1.5M Buy
+7,957
New +$1.43M 0.57% 45

Other funds holding V

Great Diamond Partners's V Position: Q2 2026 in Review

Great Diamond Partners reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $32.7K and leaving 6,149 shares worth $2.11M. The position accounts for 0.36% of the portfolio, ranked #76.

Great Diamond Partners first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.53M in Q1 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Great Diamond Partners held 6,149 shares of Visa worth $2.11M as of Q2 2026.
  • Great Diamond Partners sold 102 Visa shares in Q2 2026, an estimated $32.7K.
  • Visa made up 0.36% of Great Diamond Partners's portfolio in Q2 2026, its #76 holding.
  • Great Diamond Partners first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Visa position peaked at $2.53M in Q1 2024.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.