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Oak Hill Wealth Advisors’s Visa V Stock Holding History

Oak Hill 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
2025
Q3 		$744K Buy
2,179
+16
+0.7% +$5.54K 0.14% 79
2025
Q2 		$767K Hold
2,163
– – 0.16% 73
2025
Q1 		$758K Hold
2,163
– – 0.18% 59
2024
Q4 		$684K Buy
+2,163
New +$650K 0.16% 65

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Hill Wealth Advisors's V Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Visa (V) stake by 0.74% in Q3 2025, buying an estimated $5.54K and bringing the position to 2,179 shares worth $744K. The position accounts for 0.14% of the portfolio, ranked #79.

Oak Hill Wealth Advisors first reported a position in V in Q4 2024 and has held it in 4 quarters since. The position peaked at $767K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,179 shares of Visa worth $744K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 16 Visa shares in Q3 2025, an estimated $5.54K.
  • Visa made up 0.14% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #79 holding.
  • Oak Hill Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 4 quarters since.
  • Oak Hill Wealth Advisors's Visa position peaked at $767K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.