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Heritage Oak Wealth Advisors’s Visa V Stock Holding History

Heritage Oak 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 		$215K Buy
+626
New +$201K 0.06% 97
2024
Q4 		– Sell
-1,340
Closed -$368K – 180
2024
Q3 		$368K Buy
+1,340
New +$362K 0.17% 89

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Heritage Oak Wealth Advisors's V Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Visa (V) in Q2 2026: 626 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in V as recently as Q3 2024.

Heritage Oak Wealth Advisors first reported a position in V in Q3 2024 and has held it in 2 quarters since. The position peaked at $368K in Q3 2024. 1,543 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Heritage Oak Wealth Advisors held 626 shares of Visa worth $215K as of Q2 2026.
  • Visa was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Visa made up 0.06% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Heritage Oak Wealth Advisors first reported a position in Visa in Q3 2024 and has held it in 2 quarters since.
  • Heritage Oak Wealth Advisors's Visa position peaked at $368K in Q3 2024.
  • 1,543 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.