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Oak Barrel Wealth Advisory’s Visa V Stock Holding History

Oak Barrel Wealth Advisory’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 		$840K Buy
+2,449
New +$786K 0.37% 37
2025
Q4 		$855K Buy
+2,438
New +$831K 0.51% 37

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

Oak Barrel Wealth Advisory's V Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Visa (V) in Q2 2026: 2,449 shares worth $840K. The stake represents 0.37% of the portfolio and ranks #37 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in V as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $855K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oak Barrel Wealth Advisory held 2,449 shares of Visa worth $840K as of Q2 2026.
  • Visa was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Visa made up 0.37% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #37 holding.
  • Oak Barrel Wealth Advisory first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's Visa position peaked at $855K in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.