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Goldstein Advisors’s Visa V Stock Holding History

Goldstein 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 		$1.26M Buy
3,672
+1,873
+104% +$601K 0.12% 73
2026
Q1 		$544K Buy
1,799
+474
+36% +$152K 0.06% 97
2025
Q4 		$465K Sell
1,325
-167
-11% -$56.9K 0.05% 106
2025
Q3 		$509K Sell
1,492
-353
-19% -$122K 0.06% 100
2025
Q2 		$655K Sell
1,845
-434
-19% -$151K 0.09% 75
2025
Q1 		$799K Sell
2,279
-126
-5% -$42.6K 0.12% 67
2024
Q4 		$760K Buy
2,405
+21
+0.9% +$6.32K 0.11% 70
2024
Q3 		$655K Buy
2,384
+84
+4% +$22.7K 0.1% 73
2024
Q2 		$604K Buy
2,300
+1
+0% +$274 0.1% 72
2024
Q1 		$642K Sell
2,299
-79
-3% -$21.8K 0.11% 67
2023
Q4 		$619K Sell
2,378
-98
-4% -$24.2K 0.1% 93
2023
Q3 		$570K Buy
2,476
+190
+8% +$45.7K 0.12% 67
2023
Q2 		$543K Sell
2,286
-42
-2% -$9.61K 0.11% 70
2023
Q1 		$525K Buy
2,328
+98
+4% +$21.8K 0.12% 71
2022
Q4 		$463K Buy
+2,230
New +$450K 0.11% 78

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

Goldstein Advisors's V Position: Q2 2026 in Review

Goldstein Advisors increased its Visa (V) stake by 104% in Q2 2026, buying an estimated $601K and bringing the position to 3,672 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #73.

Goldstein Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Goldstein Advisors held 3,672 shares of Visa worth $1.26M as of Q2 2026.
  • Goldstein Advisors bought 1,873 Visa shares in Q2 2026, an estimated $601K.
  • Visa made up 0.12% of Goldstein Advisors's portfolio in Q2 2026, its #73 holding.
  • Goldstein Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.