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Golden Road Advisors’s Visa V Stock Holding History

Golden Road 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
2026
Q2 		$383K Buy
1,115
+111
+11% +$35.6K 0.19% 42
2026
Q1 		$303K Buy
1,004
+106
+12% +$34.1K 0.17% 41
2025
Q4 		$315K Buy
898
+59
+7% +$20.1K 0.18% 36
2025
Q3 		$286K Buy
839
+128
+18% +$44.3K 0.17% 42
2025
Q2 		$252K Buy
711
+42
+6% +$14.6K 0.17% 39
2025
Q1 		$234K Sell
669
-6
-0.9% -$2.03K 0.18% 34
2024
Q4 		$213K Buy
+675
New +$203K 0.16% 35
2024
Q2 		– Sell
-723
Closed -$202K – 39
2024
Q1 		$202K Buy
+723
New +$200K 0.17% 37

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

Golden Road Advisors's V Position: Q2 2026 in Review

Golden Road Advisors increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,115 shares worth $383K. The position accounts for 0.19% of the portfolio, ranked #42.

Golden Road Advisors first reported a position in V in Q1 2024 and has held it in 8 quarters since. 4,540 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Golden Road Advisors held 1,115 shares of Visa worth $383K as of Q2 2026.
  • Golden Road Advisors bought 111 Visa shares in Q2 2026, an estimated $35.6K.
  • Visa made up 0.19% of Golden Road Advisors's portfolio in Q2 2026, its #42 holding.
  • Golden Road Advisors first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • 4,540 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.