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Oak Harvest Investment Services’s Visa V Stock Holding History

Oak Harvest Investment Services’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 		$241K Sell
704
-185
-21% -$59.4K 0.02% 149
2026
Q1 		$269K Buy
889
+10
+1% +$3.22K 0.03% 147
2025
Q4 		$308K Buy
879
+23
+3% +$7.84K 0.03% 149
2025
Q3 		$292K Sell
856
-57
-6% -$19.7K 0.03% 147
2025
Q2 		$324K Buy
913
+2
+0.2% +$697 0.04% 132
2025
Q1 		$319K Sell
911
-110
-11% -$37.2K 0.04% 118
2024
Q4 		$323K Sell
1,021
-153
-13% -$46K 0.05% 129
2024
Q3 		$323K Sell
1,174
-100
-8% -$27K 0.05% 118
2024
Q2 		$334K Sell
1,274
-78
-6% -$21.4K 0.05% 104
2024
Q1 		$377K Sell
1,352
-19
-1% -$5.25K 0.06% 105
2023
Q4 		$357K Buy
1,371
+81
+6% +$20K 0.07% 99
2023
Q3 		$297K Sell
1,290
-50
-4% -$12K 0.06% 96
2023
Q2 		$318K Buy
1,340
+38
+3% +$8.7K 0.07% 95
2023
Q1 		$294K Sell
1,302
-161
-11% -$35.8K 0.07% 93
2022
Q4 		$304K Sell
1,463
-1,046
-42% -$211K 0.08% 81
2022
Q3 		$446K Buy
2,509
+864
+53% +$176K 0.12% 70
2022
Q2 		$324K Buy
1,645
+8
+0.5% +$1.65K 0.09% 71
2022
Q1 		$363K Sell
1,637
-37
-2% -$8K 0.09% 68
2021
Q4 		$363K Buy
1,674
+67
+4% +$14.4K 0.09% 70
2021
Q3 		$358K Buy
1,607
+527
+49% +$124K 0.1% 66
2021
Q2 		$252K Buy
1,080
+2
+0.2% +$457 0.08% 74
2021
Q1 		$228K Sell
1,078
-95
-8% -$20K 0.09% 70
2020
Q4 		$257K Buy
+1,173
New +$240K 0.11% 63

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 Harvest Investment Services's V Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $59.4K and leaving 704 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #149.

Oak Harvest Investment Services first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $446K in Q3 2022. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oak Harvest Investment Services held 704 shares of Visa worth $241K as of Q2 2026.
  • Oak Harvest Investment Services sold 185 Visa shares in Q2 2026, an estimated $59.4K.
  • Visa made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #149 holding.
  • Oak Harvest Investment Services first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Visa position peaked at $446K in Q3 2022.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.