J. Goldman & Co’s Visa V Stock Holding History

J. Goldman & Co’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	-66,685	Closed	-$23.4M	–	894
2025 Q4	$23.4M	Buy	+66,685	New	+$22.7M	0.62%	40
2025 Q3	–	Sell	-10,462	Closed	-$3.62M	–	620
2025 Q2	$3.71M	Buy	10,462 +326	+3%	+$114K	0.09%	226
2025 Q1	$3.55M	Sell	10,136 -3,779	-27%	-$1.28M	0.09%	242
2024 Q4	$4.4M	Buy	+13,915	New	+$4.18M	0.11%	201
2022 Q2	–	Sell	-5,016	Closed	-$1.11M	–	477
2022 Q1	$1.11M	Buy	+5,016	New	+$1.08M	0.05%	248
2021 Q1	–	Sell	-1,271	Closed	-$278K	–	539
2020 Q4	$278K	Buy	+1,271	New	+$260K	0.01%	314
2020 Q2	–	Sell	-21,943	Closed	-$3.54M	–	345
2020 Q1	$3.54M	Buy	+21,943	New	+$4.13M	0.43%	65
2016 Q4	–	Sell	-16,200	Closed	-$1.34M	–	393
2016 Q3	$1.34M	Buy	+16,200	New	+$1.3M	0.08%	218
2015 Q2	–	Sell	-60,000	Closed	-$3.92M	–	322
2015 Q1	$3.92M	Buy	+60,000	New	+$3.97M	0.24%	118
2013 Q4	–	Sell	-50,000	Closed	-$2.39M	–	296
2013 Q3	$2.39M	Buy	+50,000	New	+$2.31M	0.22%	140

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

J. Goldman & Co's V Position: Q1 2026 in Review

J. Goldman & Co sold out of Visa (V) in Q1 2026, closing a stake of 66,685 shares — an estimated $23.4M sold.

J. Goldman & Co first reported a position in V in Q3 2013 and held it in 10 quarters. The position peaked at $23.4M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

J. Goldman & Co reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 66,685 Visa shares in Q1 2026, an estimated $23.4M.
J. Goldman & Co first reported a position in Visa in Q3 2013 and held it in 10 quarters.
J. Goldman & Co's Visa position peaked at $23.4M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.