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Greykasell Wealth Strategies’s Visa V Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$1.39M Sell
4,608
-13
-0.3% -$4.18K 0.56% 42
2025
Q4 		$1.62M Buy
4,621
+172
+4% +$58.6K 0.64% 39
2025
Q3 		$1.52M Buy
4,449
+284
+7% +$98.3K 0.64% 40
2025
Q2 		$1.48M Buy
4,165
+53
+1% +$18.5K 0.71% 37
2025
Q1 		$1.44M Hold
4,112
– – 0.77% 36
2024
Q4 		$1.3M Buy
+4,112
New +$1.24M 0.72% 40

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Greykasell Wealth Strategies's V Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Visa (V) stake by 0.28% in Q1 2026, selling an estimated $4.18K and leaving 4,608 shares worth $1.39M. The position accounts for 0.56% of the portfolio, ranked #42.

Greykasell Wealth Strategies first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Greykasell Wealth Strategies held 4,608 shares of Visa worth $1.39M as of Q1 2026.
  • Greykasell Wealth Strategies sold 13 Visa shares in Q1 2026, an estimated $4.18K.
  • Visa made up 0.56% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #42 holding.
  • Greykasell Wealth Strategies first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Visa position peaked at $1.62M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.