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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goodman Advisory Group's V Position: Q1 2026 in Review

Goodman Advisory Group reduced its Visa (V) stake by 36% in Q1 2026, selling an estimated $1.23M and leaving 6,867 shares worth $2.08M. The position accounts for 0.54% of the portfolio, ranked #42.

Goodman Advisory Group first reported a position in V in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.83M in Q3 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Goodman Advisory Group held 6,867 shares of Visa worth $2.08M as of Q1 2026.
Goodman Advisory Group sold 3,835 Visa shares in Q1 2026, an estimated $1.23M.
Visa made up 0.54% of Goodman Advisory Group's portfolio in Q1 2026, its #42 holding.
Goodman Advisory Group first reported a position in Visa in Q1 2022 and has held it in 16 quarters since.
Goodman Advisory Group's Visa position peaked at $3.83M in Q3 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.