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Elwood & Goetz Wealth Advisory Group’s Visa V Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$1.6M Buy
4,671
+640
+16% +$205K 0.24% 37
2026
Q1 		$1.22M Buy
4,031
+1,901
+89% +$611K 0.21% 43
2025
Q4 		$747K Buy
2,130
+95
+5% +$32.4K 0.13% 50
2025
Q3 		$695K Buy
2,035
+500
+33% +$173K 0.13% 49
2025
Q2 		$545K Buy
1,535
+169
+12% +$58.9K 0.12% 53
2025
Q1 		$479K Buy
1,366
+209
+18% +$70.7K 0.12% 53
2024
Q4 		$366K Buy
1,157
+15
+1% +$4.51K 0.09% 67
2024
Q3 		$314K Buy
+1,142
New +$309K 0.08% 70

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

Elwood & Goetz Wealth Advisory Group's V Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $205K and bringing the position to 4,671 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #37.

Elwood & Goetz Wealth Advisory Group first reported a position in V in Q3 2024 and has held it in 8 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 4,671 shares of Visa worth $1.6M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 640 Visa shares in Q2 2026, an estimated $205K.
  • Visa made up 0.24% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.