Skip to main content
Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

V holding history

Visa Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
136,912
Value
$47.0M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of V by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136,912$47.0M0.6%+11,388+9.1%AddedHolders
Q1 2026125,524$37.9M0.6%+699+0.6%AddedHolders
Q4 2025124,825$43.8M0.7%−23,129−15.6%ReducedHolders
Q3 2025147,954$50.5M0.8%+2,831+2.0%AddedHolders
Q2 2025145,123$51.5M0.9%−6,189−4.1%ReducedHolders
Q1 2025151,312$53.0M1.1%+2,599+1.7%AddedHolders
Q4 2024148,713$47.0M1.0%+27,686+22.9%AddedHolders
Q3 2024121,027$33.3M0.7%+40,020+49.4%AddedHolders
Q2 202481,007$21.3M0.5%+12,404+18.1%AddedHolders
Q1 202468,603$19.1M0.4%−1,849−2.6%ReducedHolders
Q4 202370,452$18.3M0.4%+2,093+3.1%AddedHolders
Q3 202368,359$15.7M0.4%+5,331+8.5%AddedHolders
Q2 202363,028$15.0M0.4%+3,946+6.7%AddedHolders
Q1 202359,082$13.3M0.4%+5,635+10.5%AddedHolders
Q4 202253,447$11.1M0.4%−3,104−5.5%ReducedHolders
Q3 202256,551$10.0M0.3%−11,059−16.4%ReducedHolders
Q2 202267,610$13.3M0.4%−14,186−17.3%ReducedHolders
Q1 202281,796$18.1M0.5%−1,116−1.3%ReducedHolders
Q4 202182,912$18.0M0.5%+14,674+21.5%AddedHolders
Q3 202168,238$15.2M0.4%+8,500+14.2%AddedHolders
Q2 202159,738$14.0M0.4%+2,214+3.8%AddedHolders
Q1 202157,524$12.2M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.