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Matthew Goff Investment Advisor’s Visa V Stock Holding History

Matthew Goff Investment Advisor’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 		$22.5M Sell
65,687
-1,192
-2% -$383K 3.8% 7
2026
Q1 		$20.2M Sell
66,879
-972
-1% -$313K 3.37% 6
2025
Q4 		$23.8M Sell
67,851
-2,014
-3% -$686K 4.22% 6
2025
Q3 		$23.9M Sell
69,865
-276
-0.4% -$95.5K 4.08% 6
2025
Q2 		$24.9M Sell
70,141
-746
-1% -$260K 4.61% 4
2025
Q1 		$24.8M Sell
70,887
-61
-0.1% -$20.6K 4.58% 3
2024
Q4 		$22.4M Sell
70,948
-9
-0% -$2.71K 4.17% 4
2024
Q3 		$19.5M Sell
70,957
-282
-0.4% -$76.2K 3.71% 6
2024
Q2 		$18.7M Buy
71,239
+2,507
+4% +$687K 3.82% 4
2024
Q1 		$19.2M Buy
68,732
+1,445
+2% +$399K 3.88% 3
2023
Q4 		$17.5M Sell
67,287
-155
-0.2% -$38.2K 3.89% 4
2023
Q3 		$15.5M Sell
67,442
-154
-0.2% -$37K 3.73% 5
2023
Q2 		$16.1M Buy
67,596
+1,227
+2% +$281K 3.77% 4
2023
Q1 		$15M Sell
66,369
-116
-0.2% -$25.8K 3.71% 5
2022
Q4 		$13.8M Sell
66,485
-98
-0.1% -$19.8K 3.6% 8
2022
Q3 		$11.8M Buy
66,583
+814
+1% +$166K 3.38% 7
2022
Q2 		$12.9M Buy
65,769
+4,244
+7% +$877K 3.49% 7
2022
Q1 		$13.6M Buy
61,525
+3,186
+5% +$689K 3.2% 10
2021
Q4 		$12.6M Buy
58,339
+30
+0.1% +$6.44K 2.9% 10
2021
Q3 		$13M Buy
58,309
+153
+0.3% +$35.9K 3.18% 8
2021
Q2 		$13.6M Buy
58,156
+1,224
+2% +$280K 3.45% 7
2021
Q1 		$12.1M Sell
56,932
-984
-2% -$207K 3.4% 5
2020
Q4 		$12.7M Buy
57,916
+228
+0.4% +$46.7K 3.77% 5
2020
Q3 		$11.5M Sell
57,688
-563
-1% -$112K 3.68% 6
2020
Q2 		$11.3M Sell
58,251
-384
-0.7% -$70.2K 3.69% 7
2020
Q1 		$9.45M Buy
58,635
+1,541
+3% +$290K 3.98% 6
2019
Q4 		$10.7M Sell
57,094
-1,418
-2% -$255K 3.97% 6
2019
Q3 		$10.1M Buy
58,512
+38
+0.1% +$6.77K 4.16% 6
2019
Q2 		$10.1M Sell
58,474
-1,351
-2% -$221K 4.34% 4
2019
Q1 		$9.34M Sell
59,825
-778
-1% -$112K 4.31% 4
2018
Q4 		$8M Sell
60,603
-148
-0.2% -$20.4K 4.06% 5
2018
Q3 		$9.12M Buy
60,751
+886
+1% +$126K 3.66% 5
2018
Q2 		$7.93M Buy
59,865
+4,057
+7% +$522K 3.1% 7
2018
Q1 		$6.68M Buy
55,808
+3,069
+6% +$372K 2.8% 9
2017
Q4 		$6.01M Buy
52,739
+2,010
+4% +$222K 2.59% 11
2017
Q3 		$5.34M Buy
50,729
+5,385
+12% +$546K 2.29% 15
2017
Q2 		$4.25M Buy
45,344
+4,926
+12% +$457K 3.81% 10
2017
Q1 		$3.59M Buy
+40,418
New +$3.48M 3.43% 10

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

Matthew Goff Investment Advisor's V Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $383K and leaving 65,687 shares worth $22.5M. The position accounts for 3.8% of the portfolio, ranked #7.

Matthew Goff Investment Advisor first reported a position in V in Q1 2017 and has held it in 38 quarters since. The position peaked at $24.9M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Matthew Goff Investment Advisor held 65,687 shares of Visa worth $22.5M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,192 Visa shares in Q2 2026, an estimated $383K.
  • Visa made up 3.8% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #7 holding.
  • Matthew Goff Investment Advisor first reported a position in Visa in Q1 2017 and has held it in 38 quarters since.
  • Matthew Goff Investment Advisor's Visa position peaked at $24.9M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.