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Goodman Advisory Group’s Visa V Stock Holding History

Goodman Advisory Group’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 		$4.01M Buy
11,694
+4,827
+70% +$1.55M 0.92% 30
2026
Q1 		$2.08M Sell
6,867
-3,835
-36% -$1.23M 0.54% 42
2025
Q4 		$3.75M Sell
10,702
-521
-5% -$178K 0.92% 35
2025
Q3 		$3.83M Buy
11,223
+1,881
+20% +$651K 0.95% 33
2025
Q2 		$3.32M Buy
9,342
+4,960
+113% +$1.73M 1.13% 25
2025
Q1 		$1.54M Buy
+4,382
New +$1.48M 0.47% 45
2024
Q4 		– Sell
-6,226
Closed -$1.71M – 173
2024
Q3 		$1.71M Buy
6,226
+80
+1% +$21.6K 0.49% 47
2024
Q2 		$1.61M Sell
6,146
-199
-3% -$54.5K 0.48% 43
2024
Q1 		$1.77M Buy
6,345
+78
+1% +$21.5K 0.56% 39
2023
Q4 		$1.63M Buy
6,267
+3,922
+167% +$967K 0.56% 36
2023
Q3 		$539K Buy
2,345
+1,959
+508% +$471K 0.2% 55
2023
Q2 		$91.7K Hold
386
– – 0.03% 73
2023
Q1 		$87K Hold
386
– – 0.05% 64
2022
Q4 		$80K Hold
386
– – 0.05% 65
2022
Q3 		$69K Sell
386
-208
-35% -$42.3K 0.04% 69
2022
Q2 		$117K Sell
594
-455
-43% -$94K 0.05% 61
2022
Q1 		$233K Buy
+1,049
New +$227K 0.08% 60

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

Goodman Advisory Group's V Position: Q2 2026 in Review

Goodman Advisory Group increased its Visa (V) stake by 70% in Q2 2026, buying an estimated $1.55M and bringing the position to 11,694 shares worth $4.01M. The position accounts for 0.92% of the portfolio, ranked #30.

Goodman Advisory Group first reported a position in V in Q1 2022 and has held it in 17 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Goodman Advisory Group held 11,694 shares of Visa worth $4.01M as of Q2 2026.
  • Goodman Advisory Group bought 4,827 Visa shares in Q2 2026, an estimated $1.55M.
  • Visa made up 0.92% of Goodman Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Goodman Advisory Group first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.