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Gross & Hartman Investments’s Visa V Stock Holding History

Gross & Hartman Investments’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 		$209K Buy
+608
New +$195K 0.09% 78
2026
Q1 		– Sell
-610
Closed -$214K – 78
2025
Q4 		$214K Buy
+610
New +$208K 0.12% 66

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gross & Hartman Investments's V Position: Q2 2026 in Review

Gross & Hartman Investments opened a new position in Visa (V) in Q2 2026: 608 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #78 among its holdings. This is a return to the name: Gross & Hartman Investments previously reported a position in V as recently as Q4 2025.

Gross & Hartman Investments first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gross & Hartman Investments held 608 shares of Visa worth $209K as of Q2 2026.
  • Visa was a new Gross & Hartman Investments position in Q2 2026.
  • Visa made up 0.09% of Gross & Hartman Investments's portfolio in Q2 2026, its #78 holding.
  • Gross & Hartman Investments first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Gross & Hartman Investments's Visa position peaked at $214K in Q4 2025.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.