GAM
V icon

Gould Asset Management’s Visa V Stock Holding History

Gould Asset 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 		$1.15M Buy
3,809
+519
+16% +$167K 0.2% 61
2025
Q4 		$1.15M Sell
3,290
-113
-3% -$38.5K 0.2% 54
2025
Q3 		$1.16M Buy
3,403
+40
+1% +$13.8K 0.22% 55
2025
Q2 		$1.19M Sell
3,363
-43
-1% -$15K 0.23% 54
2025
Q1 		$1.19M Sell
3,406
-4
-0.1% -$1.35K 0.25% 52
2024
Q4 		$1.08M Buy
3,410
+80
+2% +$24.1K 0.23% 55
2024
Q3 		$916K Sell
3,330
-287
-8% -$77.6K 0.2% 64
2024
Q2 		$949K Buy
3,617
+87
+2% +$23.8K 0.22% 54
2024
Q1 		$985K Hold
3,530
– – 0.24% 50
2023
Q4 		$919K Sell
3,530
-189
-5% -$46.6K 0.24% 44
2023
Q3 		$855K Buy
3,719
+90
+2% +$21.6K 0.24% 44
2023
Q2 		$862K Hold
3,629
– – 0.24% 46
2023
Q1 		$818K Sell
3,629
-25
-0.7% -$5.57K 0.23% 49
2022
Q4 		$759K Buy
3,654
+110
+3% +$22.2K 0.23% 54
2022
Q3 		$630K Sell
3,544
-65
-2% -$13.2K 0.21% 54
2022
Q2 		$711K Buy
3,609
+225
+7% +$46.5K 0.23% 52
2022
Q1 		$750K Buy
3,384
+200
+6% +$43.3K 0.21% 49
2021
Q4 		$690K Buy
3,184
+555
+21% +$119K 0.19% 56
2021
Q3 		$586K Sell
2,629
-465
-15% -$109K 0.18% 58
2021
Q2 		$723K Buy
3,094
+220
+8% +$50.3K 0.21% 60
2021
Q1 		$609K Sell
2,874
-20
-0.7% -$4.21K 0.19% 65
2020
Q4 		$633K Sell
2,894
-20
-0.7% -$4.09K 0.19% 61
2020
Q3 		$583K Buy
2,914
+53
+2% +$10.6K 0.2% 57
2020
Q2 		$553K Hold
2,861
– – 0.19% 61
2020
Q1 		$461K Buy
2,861
+500
+21% +$94.2K 0.18% 60
2019
Q4 		$444K Buy
2,361
+51
+2% +$9.19K 0.15% 79
2019
Q3 		$397K Buy
2,310
+304
+15% +$54.1K 0.14% 82
2019
Q2 		$348K Buy
+2,006
New +$328K 0.13% 89

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gould Asset Management's V Position: Q1 2026 in Review

Gould Asset Management increased its Visa (V) stake by 16% in Q1 2026, buying an estimated $167K and bringing the position to 3,809 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #61.

Gould Asset Management first reported a position in V in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Gould Asset Management held 3,809 shares of Visa worth $1.15M as of Q1 2026.
  • Gould Asset Management bought 519 Visa shares in Q1 2026, an estimated $167K.
  • Visa made up 0.2% of Gould Asset Management's portfolio in Q1 2026, its #61 holding.
  • Gould Asset Management first reported a position in Visa in Q2 2019 and has held it in 28 quarters since.
  • Gould Asset Management's Visa position peaked at $1.19M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.