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Woodard & Company Asset Management Group’s Visa V Stock Holding History

Woodard & Company Asset Management Group’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 		$372K Sell
1,085
-259
-19% -$83.2K 0.05% 92
2026
Q1 		$406K Sell
1,344
-5,808
-81% -$1.87M 0.07% 85
2025
Q4 		$2.51M Buy
7,152
+1,016
+17% +$346K 0.4% 43
2025
Q3 		$2.09M Buy
6,136
+5,063
+472% +$1.75M 0.34% 43
2025
Q2 		$381K Buy
1,073
+5
+0.5% +$1.74K 0.07% 79
2025
Q1 		$374K Sell
1,068
-62
-5% -$21K 0.08% 81
2024
Q4 		$357K Sell
1,130
-258
-19% -$77.6K 0.08% 76
2024
Q3 		$382K Buy
1,388
+59
+4% +$16K 0.09% 67
2024
Q2 		$349K Sell
1,329
-40
-3% -$11K 0.09% 67
2024
Q1 		$382K Hold
1,369
– – 0.1% 62
2023
Q4 		$356K Buy
1,369
+12
+0.9% +$2.96K 0.1% 62
2023
Q3 		$312K Buy
1,357
+277
+26% +$66.6K 0.11% 60
2023
Q2 		$256K Buy
1,080
+1
+0.1% +$229 0.09% 71
2023
Q1 		$243K Hold
1,079
– – 0.08% 71
2022
Q4 		$224K Sell
1,079
-175
-14% -$35.3K 0.08% 71
2022
Q3 		$223K Buy
1,254
+190
+18% +$38.7K 0.1% 71
2022
Q2 		$209K Sell
1,064
-1,121
-51% -$232K 0.09% 75
2022
Q1 		$484K Buy
2,185
+2
+0.1% +$433 0.2% 56
2021
Q4 		$473K Buy
2,183
+3
+0.1% +$644 0.22% 55
2021
Q3 		$486K Buy
2,180
+301
+16% +$70.6K 0.3% 51
2021
Q2 		$439K Buy
1,879
+1
+0.1% +$229 0.26% 54
2021
Q1 		$398K Buy
1,878
+1
+0.1% +$210 0.25% 53
2020
Q4 		$410K Buy
1,877
+768
+69% +$157K 0.25% 46
2020
Q3 		$222K Sell
1,109
-50
-4% -$9.99K 0.15% 59
2020
Q2 		$224K Buy
+1,159
New +$212K 0.15% 57
2018
Q4 		– Sell
-800
Closed -$120K – 215
2018
Q3 		$120K Hold
800
– – 0.11% 62
2018
Q2 		$106K Hold
800
– – 0.1% 64
2018
Q1 		$96K Hold
800
– – 0.09% 63
2017
Q4 		$91K Buy
+800
New +$88.3K 0.08% 70

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Woodard & Company Asset Management Group's V Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its Visa (V) stake by 19% in Q2 2026, selling an estimated $83.2K and leaving 1,085 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #92.

Woodard & Company Asset Management Group first reported a position in V in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.51M in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Woodard & Company Asset Management Group held 1,085 shares of Visa worth $372K as of Q2 2026.
  • Woodard & Company Asset Management Group sold 259 Visa shares in Q2 2026, an estimated $83.2K.
  • Visa made up 0.05% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #92 holding.
  • Woodard & Company Asset Management Group first reported a position in Visa in Q4 2017 and has held it in 29 quarters since.
  • Woodard & Company Asset Management Group's Visa position peaked at $2.51M in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.