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Live Oak Investment Partners’s Visa V Stock Holding History

Live Oak Investment Partners’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 		$2.05M Buy
6,778
+1,728
+34% +$556K 1.21% 21
2025
Q4 		$1.77M Sell
5,050
-314
-6% -$107K 1.09% 27
2025
Q3 		$1.83M Buy
5,364
+10
+0.2% +$3.46K 1.21% 24
2025
Q2 		$1.9M Sell
5,354
-101
-2% -$35.2K 1.46% 20
2025
Q1 		$1.91M Buy
+5,455
New +$1.85M 1.51% 20
2024
Q4 		– Hold
0
– – – 23
2024
Q3 		– Hold
0
– – – 26
2024
Q2 		– Hold
0
– – – 27
2023
Q4 		– Hold
0
– – – 21
2023
Q3 		– Hold
0
– – – 25
2023
Q2 		– Hold
0
– – – 25
2023
Q1 		– Hold
0
– – – 26
2022
Q4 		– Hold
0
– – – 27

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

Live Oak Investment Partners's V Position: Q1 2026 in Review

Live Oak Investment Partners increased its Visa (V) stake by 34% in Q1 2026, buying an estimated $556K and bringing the position to 6,778 shares worth $2.05M. The position accounts for 1.21% of the portfolio, ranked #21.

Live Oak Investment Partners first reported a position in V in Q1 2025 and has held it in 5 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Live Oak Investment Partners held 6,778 shares of Visa worth $2.05M as of Q1 2026.
  • Live Oak Investment Partners bought 1,728 Visa shares in Q1 2026, an estimated $556K.
  • Visa made up 1.21% of Live Oak Investment Partners's portfolio in Q1 2026, its #21 holding.
  • Live Oak Investment Partners first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.