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Iron Gate Global Advisors’s Visa V Stock Holding History

Iron Gate Global Advisors’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
2020
Q4 		– Sell
-25,510
Closed -$5K – 105
2020
Q3 		$5K Buy
25,510
+3,310
+15% +$661K ﹤0.01% 99
2020
Q2 		$11K Buy
+22,200
New +$4.06M 0.01% 87

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

Iron Gate Global Advisors's V Position: Q2 2026 in Review

Iron Gate Global Advisors increased its Visa (V) stake by 3.4% in Q2 2026, buying an estimated $775K and bringing the position to 74,346 shares worth $25.5M. The position accounts for 2.46% of the portfolio, ranked #14.

Iron Gate Global Advisors first reported a position in V in Q2 2018 and has held it in 32 quarters since. 4,573 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Iron Gate Global Advisors held 74,346 shares of Visa worth $25.5M as of Q2 2026.
  • Iron Gate Global Advisors bought 2,415 Visa shares in Q2 2026, an estimated $775K.
  • Visa made up 2.46% of Iron Gate Global Advisors's portfolio in Q2 2026, its #14 holding.
  • Iron Gate Global Advisors first reported a position in Visa in Q2 2018 and has held it in 32 quarters since.
  • 4,573 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.