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Guardian Partners’s Visa V Stock Holding History

Guardian 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 		$667K Sell
1,945
-228
-10% -$73.2K 0.06% 137
2026
Q1 		$659K Buy
2,173
+3
+0.1% +$965 0.05% 133
2025
Q4 		$713K Buy
2,170
+61
+3% +$20.8K 0.06% 143
2025
Q3 		$734K Buy
2,109
+351
+20% +$121K 0.06% 131
2025
Q2 		$629K Buy
1,758
+35
+2% +$12.2K 0.06% 135
2025
Q1 		$576K Sell
1,723
-71
-4% -$24K 0.06% 125
2024
Q4 		$561K Buy
+1,794
New +$539K 0.06% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Guardian Partners's V Position: Q2 2026 in Review

Guardian Partners reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $73.2K and leaving 1,945 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #137.

Guardian Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $734K in Q3 2025. 4,575 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Guardian Partners held 1,945 shares of Visa worth $667K as of Q2 2026.
  • Guardian Partners sold 228 Visa shares in Q2 2026, an estimated $73.2K.
  • Visa made up 0.06% of Guardian Partners's portfolio in Q2 2026, its #137 holding.
  • Guardian Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Visa position peaked at $734K in Q3 2025.
  • 4,575 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.