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Goldstream Capital Management’s Visa V Stock Holding History

Goldstream Capital Management’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
Q1 		– Sell
-1,379
Closed -$484K – 62
2025
Q4 		$484K Hold
1,379
– – 0.17% 38
2025
Q3 		$471K Hold
1,379
– – 0.11% 34
2025
Q2 		$490K Hold
1,379
– – 0.16% 31
2025
Q1 		$483K Hold
1,379
– – 0.21% 23
2024
Q4 		$436K Sell
1,379
-2,556
-65% -$769K 0.12% 25
2024
Q3 		$1.08M Buy
3,935
+2,935
+294% +$793K 0.36% 25
2024
Q2 		$262K Sell
1,000
-60
-6% -$16.4K 0.06% 24
2024
Q1 		$296K Sell
1,060
-170
-14% -$46.9K 0.17% 21
2023
Q4 		$320K Sell
1,230
-1,294
-51% -$319K 0.21% 20
2023
Q3 		$581K Buy
2,524
+1,230
+95% +$296K 0.46% 18
2023
Q2 		$307K Buy
1,294
+649
+101% +$149K 0.22% 23
2023
Q1 		$145K Buy
+645
New +$144K 0.15% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Goldstream Capital Management's V Position: Q1 2026 in Review

Goldstream Capital Management sold out of Visa (V) in Q1 2026, closing a stake of 1,379 shares — an estimated $484K sold.

Goldstream Capital Management first reported a position in V in Q1 2023 and held it in 12 quarters. The position peaked at $1.08M in Q3 2024. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Goldstream Capital Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 1,379 Visa shares in Q1 2026, an estimated $484K.
  • Goldstream Capital Management first reported a position in Visa in Q1 2023 and held it in 12 quarters.
  • Goldstream Capital Management's Visa position peaked at $1.08M in Q3 2024.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.