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LifeGoal Wealth Advisors’s Visa V Stock Holding History

LifeGoal Wealth Advisors’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 		$202K Buy
+589
New +$189K 0.09% 152
2026
Q1 		– Sell
-587
Closed -$206K – 115
2025
Q4 		$206K Sell
587
-41
-7% -$14K 0.14% 72
2025
Q3 		$214K Sell
628
-99
-14% -$34.3K 0.18% 67
2025
Q2 		$258K Buy
+727
New +$253K 0.25% 55

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LifeGoal Wealth Advisors's V Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Visa (V) in Q2 2026: 589 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in V as recently as Q4 2025.

LifeGoal Wealth Advisors first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $258K in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LifeGoal Wealth Advisors held 589 shares of Visa worth $202K as of Q2 2026.
  • Visa was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Visa made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • LifeGoal Wealth Advisors first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • LifeGoal Wealth Advisors's Visa position peaked at $258K in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.