Guardian Investment Management’s Visa V Stock Holding History

Guardian Investment Management’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	$409K	Hold	1,193	–	–	0.26%	49
2026 Q1	$361K	Hold	1,193	–	–	0.28%	53
2025 Q4	$418K	Hold	1,193	–	–	0.33%	51
2025 Q3	$407K	Sell	1,193 -5,537	-82%	-$1.92M	0.35%	52
2025 Q2	$291K	Sell	6,730 -250	-4%	-$87.1K	0.29%	51
2025 Q1	$317K	Sell	6,980 -2,300	-25%	-$778K	0.27%	52
2024 Q4	$371K	Sell	9,280 -2,260	-20%	-$680K	0.26%	55
2024 Q3	$518K	Sell	11,540 -22,900	-66%	-$6.19M	0.45%	50
2024 Q2	$1.42M	Sell	34,440 -4,978	-13%	-$1.36M	1.02%	31
2024 Q1	$1.65M	Buy	39,418 +17,055	+76%	+$4.71M	1.33%	25
2023 Q4	$843K	Sell	22,363 -2,350	-10%	-$579K	0.71%	41
2023 Q3	$801K	Sell	24,713 -3,650	-13%	-$877K	0.73%	38
2023 Q2	$1.05M	Sell	28,363 -27,083	-49%	-$6.2M	0.9%	32
2023 Q1	$3.22M	Buy	55,446 +20,433	+58%	+$4.55M	2.42%	9
2022 Q4	$1.38M	Sell	35,013 -27,565	-44%	-$5.56M	1.3%	28
2022 Q3	$2.38M	Buy	62,578 +6,690	+12%	+$1.36M	2.41%	17
2022 Q2	$2.84M	Sell	55,888 -16,600	-23%	-$3.43M	2.47%	11
2022 Q1	$3.69M	Buy	72,488 +942	+1%	+$204K	2.87%	9
2021 Q4	$3.72M	Buy	71,546 +2,650	+4%	+$569K	2.58%	9
2021 Q3	$3.72M	Sell	68,896 -7,650	-10%	-$1.79M	2.75%	10
2021 Q2	$4.29M	Buy	76,546 +21,100	+38%	+$4.82M	2.93%	8
2021 Q1	$3.22M	Buy	55,446 +6,050	+12%	+$1.27M	2.29%	12
2020 Q4	$2.9M	Sell	49,396 -1,342	-3%	-$275K	2.2%	14
2020 Q3	$3.02M	Sell	50,738 -1,931	-4%	-$386K	2.63%	10
2020 Q2	$2.9M	Buy	52,669 +3,336	+7%	+$609K	2.63%	9
2020 Q1	$2.65M	Buy	49,333 +3,624	+8%	+$683K	2.71%	10
2019 Q4	$2.81M	Buy	45,709 +2,430	+6%	+$438K	2.23%	16
2019 Q3	$2.61M	Buy	43,279 +1,017	+2%	+$181K	2.32%	13
2019 Q2	$2.41M	Sell	42,262 -884	-2%	-$145K	2.1%	17
2019 Q1	$2.55M	Sell	43,146 -484	-1%	-$69.8K	2.21%	16
2018 Q4	$2.45M	Buy	43,630 +1,466	+3%	+$202K	2.27%	18
2018 Q3	$2.27M	Buy	42,164 +1,866	+5%	+$265K	2%	18
2018 Q2	$2.03M	Buy	40,298 +8,295	+26%	+$1.07M	1.94%	20
2018 Q1	$1.53M	Buy	32,003 +615	+2%	+$74.5K	1.63%	23
2017 Q4	$1.66M	Buy	31,388 +615	+2%	+$67.9K	1.75%	23
2017 Q3	$1.52M	Sell	30,773 -478	-2%	-$48.5K	1.68%	23
2017 Q2	$1.4M	Sell	31,251 -2,378	-7%	-$221K	1.54%	26
2017 Q1	$1.64M	Buy	33,629 +4,703	+16%	+$405K	1.78%	23
2016 Q4	$1.54M	Sell	28,926 -4,602	-14%	-$370K	1.78%	20
2016 Q3	$1.82M	Hold	33,528	–	–	2.03%	16
2016 Q2	$1.82M	Sell	33,528 -2,479	-7%	-$194K	2.03%	16
2016 Q1	$1.95M	Sell	36,007 -3,779	-9%	-$275K	2.23%	15
2015 Q4	$1.84M	Sell	39,786 -214	-0.5%	-$16.6K	1.97%	17
2015 Q3	$1.72M	Hold	40,000	–	–	1.91%	17
2015 Q2	$1.88M	Buy	40,000 +13,000	+48%	+$881K	2.1%	17
2015 Q1	$1.31M	Sell	27,000 -81,000	-75%	-$5.36M	1.46%	28
2014 Q4	$1.26M	Hold	108,000	–	–	1.33%	35
2014 Q3	$1.28M	Hold	108,000	–	–	1.49%	25
2014 Q2	$1.32M	Hold	108,000	–	–	1.44%	27
2014 Q1	$1.28M	Hold	108,000	–	–	1.49%	24
2013 Q4	$1.33M	Buy	108,000 +6,000	+6%	+$303K	1.47%	22
2013 Q3	$1.18M	Hold	102,000	–	–	1.61%	20
2013 Q2	$1.29M	Buy	+102,000	New	+$4.46M	1.85%	18

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Guardian Investment Management's V Position: Q2 2026 in Review

Guardian Investment Management held its Visa (V) position steady in Q2 2026 at 1,193 shares worth $409K. The position accounts for 0.26% of the portfolio, ranked #49.

Guardian Investment Management first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.29M in Q2 2021. 1,915 funds tracked by Wall St. Rank hold V as of Q2 2026.

Guardian Investment Management held 1,193 shares of Visa worth $409K as of Q2 2026.
Guardian Investment Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.26% of Guardian Investment Management's portfolio in Q2 2026, its #49 holding.
Guardian Investment Management first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
Guardian Investment Management's Visa position peaked at $4.29M in Q2 2021.
1,915 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.