GIP
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Greatmark Investment Partners’s Visa V Stock Holding History

Greatmark Investment Partners’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 		$852K Hold
2,484
– – 0.09% 84
2026
Q1 		$751K Hold
2,484
– – 0.09% 85
2025
Q4 		$871K Sell
2,484
-1,038
-29% -$354K 0.1% 82
2025
Q3 		$1.2M Sell
3,522
-60
-2% -$20.8K 0.14% 75
2025
Q2 		$1.27M Buy
3,582
+13
+0.4% +$4.53K 0.16% 75
2025
Q1 		$1.25M Hold
3,569
– – 0.17% 70
2024
Q4 		$1.13M Sell
3,569
-25
-0.7% -$7.52K 0.15% 76
2024
Q3 		$988K Hold
3,594
– – 0.13% 77
2024
Q2 		$943K Sell
3,594
-9
-0.2% -$2.47K 0.14% 75
2024
Q1 		$1.01M Sell
3,603
-9
-0.2% -$2.48K 0.14% 74
2023
Q4 		$940K Sell
3,612
-39
-1% -$9.61K 0.15% 72
2023
Q3 		$840K Buy
3,651
+100
+3% +$24K 0.15% 73
2023
Q2 		$843K Buy
3,551
+70
+2% +$16K 0.14% 77
2023
Q1 		$785K Buy
3,481
+2
+0.1% +$445 0.14% 77
2022
Q4 		$723K Hold
3,479
– – 0.13% 77
2022
Q3 		$618K Buy
3,479
+223
+7% +$45.4K 0.12% 79
2022
Q2 		$641K Buy
3,256
+200
+7% +$41.3K 0.12% 81
2022
Q1 		$678K Hold
3,056
– – 0.11% 83
2021
Q4 		$662K Hold
3,056
– – 0.11% 84
2021
Q3 		$681K Buy
3,056
+35
+1% +$8.21K 0.13% 81
2021
Q2 		$706K Hold
3,021
– – 0.13% 82
2021
Q1 		$640K Sell
3,021
-73
-2% -$15.4K 0.13% 82
2020
Q4 		$677K Sell
3,094
-115
-4% -$23.5K 0.15% 72
2020
Q3 		$642K Sell
3,209
-100
-3% -$20K 0.16% 69
2020
Q2 		$639K Sell
3,309
-2,650
-44% -$484K 0.17% 68
2020
Q1 		$960K Sell
5,959
-189
-3% -$35.6K 0.31% 55
2019
Q4 		$1.16M Sell
6,148
-116
-2% -$20.9K 0.29% 58
2019
Q3 		$1.08M Buy
6,264
+1,167
+23% +$208K 0.29% 55
2019
Q2 		$885K Buy
5,097
+26
+0.5% +$4.26K 0.26% 61
2019
Q1 		$792K Sell
5,071
-53
-1% -$7.64K 0.25% 59
2018
Q4 		$676K Buy
5,124
+5
+0.1% +$691 0.24% 65
2018
Q3 		$768K Buy
5,119
+863
+20% +$123K 0.24% 65
2018
Q2 		$564K Hold
4,256
– – 0.19% 73
2018
Q1 		$509K Hold
4,256
– – 0.19% 76
2017
Q4 		$485K Hold
4,256
– – 0.18% 79
2017
Q3 		$448K Hold
4,256
– – 0.17% 77
2017
Q2 		$399K Hold
4,256
– – 0.16% 75
2017
Q1 		$378K Hold
4,256
– – 0.16% 74
2016
Q4 		$332K Hold
4,256
– – 0.14% 76
2016
Q3 		$352K Hold
4,256
– – 0.15% 69
2016
Q2 		$316K Hold
4,256
– – 0.14% 72
2016
Q1 		$325K Buy
4,256
+412
+11% +$29.9K 0.15% 68
2015
Q4 		$298K Hold
3,844
– – 0.13% 69
2015
Q3 		$268K Hold
3,844
– – 0.12% 69
2015
Q2 		$258K Buy
3,844
+544
+16% +$36.9K 0.11% 75
2015
Q1 		$216K Hold
3,300
– – 0.09% 86
2014
Q4 		$216K Buy
+3,300
New +$199K 0.09% 83

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Greatmark Investment Partners's V Position: Q2 2026 in Review

Greatmark Investment Partners held its Visa (V) position steady in Q2 2026 at 2,484 shares worth $852K. The position accounts for 0.09% of the portfolio, ranked #84.

Greatmark Investment Partners first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.27M in Q2 2025. 1,476 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Greatmark Investment Partners held 2,484 shares of Visa worth $852K as of Q2 2026.
  • Greatmark Investment Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.09% of Greatmark Investment Partners's portfolio in Q2 2026, its #84 holding.
  • Greatmark Investment Partners first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • Greatmark Investment Partners's Visa position peaked at $1.27M in Q2 2025.
  • 1,476 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.