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Goepper Burkhardt’s Visa V Stock Holding History

Goepper Burkhardt’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 		$309K Hold
900
– – 0.09% 82
2026
Q1 		$272K Hold
900
– – 0.09% 83
2025
Q4 		$316K Hold
900
– – 0.1% 77
2025
Q3 		$307K Hold
900
– – 0.1% 77
2025
Q2 		$320K Hold
900
– – 0.12% 75
2025
Q1 		$315K Buy
900
+50
+6% +$16.9K 0.13% 73
2024
Q4 		$269K Sell
850
-62
-7% -$18.6K 0.11% 70
2024
Q3 		$251K Sell
912
-12
-1% -$3.24K 0.1% 71
2024
Q2 		$243K Hold
924
– – 0.11% 70
2024
Q1 		$259K Buy
924
+31
+3% +$8.56K 0.12% 69
2023
Q4 		$247K Buy
+893
New +$220K 0.12% 68
2023
Q3 		– Sell
-857
Closed -$204K – 71
2023
Q2 		$204K Buy
+857
New +$196K 0.12% 67

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

Goepper Burkhardt's V Position: Q2 2026 in Review

Goepper Burkhardt held its Visa (V) position steady in Q2 2026 at 900 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #82.

Goepper Burkhardt first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $320K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Goepper Burkhardt held 900 shares of Visa worth $309K as of Q2 2026.
  • Goepper Burkhardt left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.09% of Goepper Burkhardt's portfolio in Q2 2026, its #82 holding.
  • Goepper Burkhardt first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • Goepper Burkhardt's Visa position peaked at $320K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.