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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
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 $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

Guardian Partners's V Position: Q1 2026 in Review

Guardian Partners increased its Visa (V) stake by 0.14% in Q1 2026, buying an estimated $965 and bringing the position to 2,173 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #133.

Guardian Partners first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $734K in Q3 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Guardian Partners held 2,173 shares of Visa worth $659K as of Q1 2026.
  • Guardian Partners bought 3 Visa shares in Q1 2026, an estimated $965.
  • Visa made up 0.05% of Guardian Partners's portfolio in Q1 2026, its #133 holding.
  • Guardian Partners first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Visa position peaked at $734K in Q3 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.