Corient Private Wealth
V icon

Corient Private Wealth’s Visa V Stock Holding History

Corient Private Wealth’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 		$512M Sell
1,674,543
-3,254,490
-66% -$1.05B 0.73% 21
2025
Q4 		$1.33B Buy
4,929,033
+3,142,873
+176% +$1.07B 0.89% 18
2025
Q3 		$604M Sell
1,786,160
-209,816
-11% -$72.6M 0.95% 16
2025
Q2 		$709M Buy
1,995,976
+116,328
+6% +$40.5M 0.94% 18
2025
Q1 		$659M Sell
1,879,648
-238,335
-11% -$80.6M 1.08% 14
2024
Q4 		$668M Sell
2,117,983
-78,400
-4% -$23.6M 1.11% 13
2024
Q3 		$604M Sell
2,196,383
-35,378
-2% -$9.56M 0.94% 17
2024
Q2 		$586M Buy
2,231,761
+34,583
+2% +$9.48M 1.02% 14
2024
Q1 		$613M Sell
2,197,178
-15,987
-0.7% -$4.41M 1.09% 11
2023
Q4 		$576M Buy
2,213,165
+404,838
+22% +$99.8M 1.06% 11
2023
Q3 		$416M Buy
1,808,327
+24,167
+1% +$5.81M 0.96% 16
2023
Q2 		$424M Buy
1,784,160
+141,069
+9% +$32.3M 0.98% 17
2023
Q1 		$370M Buy
1,643,091
+464,895
+39% +$103M 0.99% 14
2022
Q4 		$245M Buy
+1,178,196
New +$238M 0.89% 18

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Corient Private Wealth's V Position: Q1 2026 in Review

Corient Private Wealth reduced its Visa (V) stake by 66% in Q1 2026, selling an estimated $1.05B and leaving 1,674,543 shares worth $512M. The position accounts for 0.73% of the portfolio, ranked #21.

Corient Private Wealth first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33B in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Corient Private Wealth held 1,674,543 shares of Visa worth $512M as of Q1 2026.
  • Corient Private Wealth sold 3,254,490 Visa shares in Q1 2026, an estimated $1.05B.
  • Visa made up 0.73% of Corient Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Corient Private Wealth first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Visa position peaked at $1.33B in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.