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Laurel Oak Wealth Management’s Visa V Stock Holding History

Laurel Oak Wealth Management’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 		$2.08M Sell
6,076
-301
-5% -$96.6K 0.3% 66
2026
Q1 		$1.93M Sell
6,377
-318
-5% -$102K 0.32% 61
2025
Q4 		$2.35M Buy
+6,695
New +$2.28M 0.4% 49

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Laurel Oak Wealth Management's V Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Visa (V) stake by 4.7% in Q2 2026, selling an estimated $96.6K and leaving 6,076 shares worth $2.08M. The position accounts for 0.3% of the portfolio, ranked #66.

Laurel Oak Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Laurel Oak Wealth Management held 6,076 shares of Visa worth $2.08M as of Q2 2026.
  • Laurel Oak Wealth Management sold 301 Visa shares in Q2 2026, an estimated $96.6K.
  • Visa made up 0.3% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Laurel Oak Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Visa position peaked at $2.35M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.