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
2025 Q4	–	Sell	-2,000	Closed	-$683K	–	754
2025 Q3	$683K	Sell	2,000 -4,000	-67%	-$1.38M	0.02%	359
2025 Q2	$2.13M	Sell	6,000 -90,000	-94%	-$31.4M	0.05%	269
2025 Q1	$33.6M	Buy	+96,000	New	+$32.5M	0.83%	20

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.