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GWN Securities’s Visa V Stock Holding History

GWN Securities’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 		$1.25M Buy
4,150
+1,539
+59% +$495K 0.24% 109
2025
Q4 		$916K Buy
2,611
+191
+8% +$65.1K 0.19% 135
2025
Q3 		$829K Sell
2,420
-2,276
-48% -$788K 0.19% 132
2025
Q2 		$1.67M Sell
4,696
-11,624
-71% -$4.05M 0.31% 76
2025
Q1 		$5.79M Buy
16,320
+12,242
+300% +$4.14M 0.33% 68
2024
Q4 		$1.35M Buy
+4,078
New +$1.23M 0.36% 66

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

GWN Securities's V Position: Q1 2026 in Review

GWN Securities increased its Visa (V) stake by 59% in Q1 2026, buying an estimated $495K and bringing the position to 4,150 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #109.

GWN Securities first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.79M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • GWN Securities held 4,150 shares of Visa worth $1.25M as of Q1 2026.
  • GWN Securities bought 1,539 Visa shares in Q1 2026, an estimated $495K.
  • Visa made up 0.24% of GWN Securities's portfolio in Q1 2026, its #109 holding.
  • GWN Securities first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Visa position peaked at $5.79M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.