GA
V icon

GoalVest Advisory’s Visa V Stock Holding History

GoalVest Advisory’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 		$3.04M Sell
8,850
-2,886
-25% -$927K 0.56% 25
2026
Q1 		$3.55M Buy
11,736
+517
+5% +$166K 0.69% 23
2025
Q4 		$3.93M Buy
11,219
+739
+7% +$252K 0.75% 20
2025
Q3 		$3.58M Buy
10,480
+297
+3% +$103K 0.76% 19
2025
Q2 		$3.62M Buy
10,183
+412
+4% +$144K 0.9% 17
2025
Q1 		$3.42M Sell
9,771
-168
-2% -$56.8K 0.94% 18
2024
Q4 		$3.14M Sell
9,939
-127
-1% -$38.2K 0.86% 18
2024
Q3 		$2.77M Buy
10,066
+836
+9% +$226K 0.8% 15
2024
Q2 		$2.42M Buy
9,230
+364
+4% +$99.8K 0.77% 15
2024
Q1 		$2.47M Buy
8,866
+7,649
+629% +$2.11M 0.83% 15
2023
Q4 		$317K Buy
1,217
+40
+3% +$9.86K 0.14% 57
2023
Q3 		$271K Buy
1,177
+263
+29% +$63.2K 0.14% 65
2023
Q2 		$217K Buy
914
+305
+50% +$69.8K 0.11% 70
2023
Q1 		$137K Sell
609
-2,613
-81% -$582K 0.08% 79
2022
Q4 		$669K Sell
3,222
-3,407
-51% -$687K 0.43% 54
2022
Q3 		$1.18M Sell
6,629
-1,452
-18% -$295K 0.83% 24
2022
Q2 		$1.62M Buy
8,081
+141
+2% +$29.1K 1.03% 23
2022
Q1 		$1.76M Buy
+7,940
New +$1.72M 0.99% 29
2021
Q2 		$1.52M Sell
6,521
-643
-9% -$147K 0.95% 28
2021
Q1 		$1.52M Buy
7,164
+2,754
+62% +$580K 1.13% 25
2020
Q4 		$965K Buy
+4,410
New +$902K 0.81% 34

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GoalVest Advisory's V Position: Q2 2026 in Review

GoalVest Advisory reduced its Visa (V) stake by 25% in Q2 2026, selling an estimated $927K and leaving 8,850 shares worth $3.04M. The position accounts for 0.56% of the portfolio, ranked #25.

GoalVest Advisory first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.93M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • GoalVest Advisory held 8,850 shares of Visa worth $3.04M as of Q2 2026.
  • GoalVest Advisory sold 2,886 Visa shares in Q2 2026, an estimated $927K.
  • Visa made up 0.56% of GoalVest Advisory's portfolio in Q2 2026, its #25 holding.
  • GoalVest Advisory first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Visa position peaked at $3.93M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.