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Oak Ridge Investments’s Visa V Stock Holding History

Oak Ridge Investments’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 		$28.7M Sell
83,606
-2,953
-3% -$948K 1.62% 14
2026
Q1 		$26.2M Sell
86,559
-1,685
-2% -$542K 1.73% 11
2025
Q4 		$30.9M Buy
88,244
+6,673
+8% +$2.27M 1.88% 10
2025
Q3 		$27.8M Buy
81,571
+1,514
+2% +$524K 1.8% 11
2025
Q2 		$28.4M Buy
80,057
+821
+1% +$286K 2.04% 10
2025
Q1 		$27.8M Buy
79,236
+3,780
+5% +$1.28M 2.31% 9
2024
Q4 		$23.8M Buy
75,456
+4,198
+6% +$1.26M 1.87% 10
2024
Q3 		$19.6M Buy
71,258
+4,221
+6% +$1.14M 1.71% 11
2024
Q2 		$17.6M Buy
67,037
+2,808
+4% +$770K 1.68% 11
2024
Q1 		$17.9M Buy
64,229
+2,459
+4% +$679K 1.81% 9
2023
Q4 		$16.1M Buy
61,770
+710
+1% +$175K 1.85% 10
2023
Q3 		$14M Buy
61,060
+1,492
+3% +$359K 1.79% 10
2023
Q2 		$14.1M Sell
59,568
-363
-0.6% -$83.1K 1.74% 8
2023
Q1 		$13.5M Sell
59,931
-305
-0.5% -$67.9K 1.83% 8
2022
Q4 		$12.5M Sell
60,236
-807
-1% -$163K 1.86% 7
2022
Q3 		$10.8M Sell
61,043
-1,252
-2% -$255K 1.64% 9
2022
Q2 		$12.3M Sell
62,295
-2,631
-4% -$544K 1.78% 9
2022
Q1 		$14.4M Sell
64,926
-2,463
-4% -$533K 1.6% 11
2021
Q4 		$14.6M Sell
67,389
-907
-1% -$195K 1.23% 17
2021
Q3 		$15.2M Sell
68,296
-1,359
-2% -$319K 1.34% 13
2021
Q2 		$16.3M Buy
69,655
+1,079
+2% +$247K 1.42% 9
2021
Q1 		$14.5M Buy
68,576
+223
+0.3% +$46.9K 1.35% 12
2020
Q4 		$14.9M Sell
68,353
-26,941
-28% -$5.51M 1.32% 11
2020
Q3 		$19.1M Sell
95,294
-1,353
-1% -$270K 1.48% 10
2020
Q2 		$18.7M Sell
96,647
-1,687
-2% -$308K 1.57% 9
2020
Q1 		$15.8M Sell
98,334
-8,291
-8% -$1.56M 1.62% 10
2019
Q4 		$20M Sell
106,625
-8,416
-7% -$1.52M 1.47% 9
2019
Q3 		$19.8M Sell
115,041
-41,398
-26% -$7.37M 1.49% 10
2019
Q2 		$27.1M Sell
156,439
-12,048
-7% -$1.97M 1.88% 6
2019
Q1 		$26.3M Sell
168,487
-3,175
-2% -$458K 1.67% 7
2018
Q4 		$22.6M Sell
171,662
-2,676
-2% -$370K 1.63% 12
2018
Q3 		$26.2M Sell
174,338
-9,437
-5% -$1.34M 1.44% 18
2018
Q2 		$24.3M Sell
183,775
-5,311
-3% -$684K 1.38% 15
2018
Q1 		$22.6M Sell
189,086
-23,959
-11% -$2.9M 1.26% 22
2017
Q4 		$24.3M Sell
213,045
-9,588
-4% -$1.06M 1.16% 28
2017
Q3 		$23.4M Sell
222,633
-32,994
-13% -$3.35M 0.95% 42
2017
Q2 		$24M Buy
255,627
+17,074
+7% +$1.58M 0.76% 51
2017
Q1 		$21.2M Buy
238,553
+27,123
+13% +$2.33M 0.71% 55
2016
Q4 		$16.5M Sell
211,430
-81,425
-28% -$6.55M 0.53% 57
2016
Q3 		$24.2M Sell
292,855
-3,500
-1% -$280K 0.63% 54
2016
Q2 		$22M Sell
296,355
-17,208
-5% -$1.35M 0.56% 55
2016
Q1 		$24M Sell
313,563
-5,037
-2% -$366K 0.61% 53
2015
Q4 		$24.7M Buy
318,600
+1,177
+0.4% +$91.2K 0.59% 54
2015
Q3 		$22.1M Sell
317,423
-102
-0% -$7.28K 0.53% 58
2015
Q2 		$21.3M Sell
317,525
-1,251
-0.4% -$84.8K 0.45% 61
2015
Q1 		$20.9M Sell
318,776
-5,168
-2% -$342K 0.47% 65
2014
Q4 		$21.2M Sell
323,944
-12,556
-4% -$756K 0.51% 62
2014
Q3 		$17.9M Sell
336,500
-10,244
-3% -$551K 0.47% 68
2014
Q2 		$18.3M Buy
346,744
+23,284
+7% +$1.22M 0.44% 71
2014
Q1 		$17.5M Sell
323,460
-7,308
-2% -$406K 0.44% 70
2013
Q4 		$18.4M Sell
330,768
-11,892
-3% -$600K 0.48% 67
2013
Q3 		$16.4M Sell
342,660
-3,900
-1% -$180K 0.45% 68
2013
Q2 		$15.8M Buy
+346,560
New +$15.2M 0.5% 66

Other funds holding V

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Oak Ridge Investments's V Position: Q2 2026 in Review

Oak Ridge Investments reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $948K and leaving 83,606 shares worth $28.7M. The position accounts for 1.62% of the portfolio, ranked #14.

Oak Ridge Investments first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.9M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oak Ridge Investments held 83,606 shares of Visa worth $28.7M as of Q2 2026.
  • Oak Ridge Investments sold 2,953 Visa shares in Q2 2026, an estimated $948K.
  • Visa made up 1.62% of Oak Ridge Investments's portfolio in Q2 2026, its #14 holding.
  • Oak Ridge Investments first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Oak Ridge Investments's Visa position peaked at $30.9M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.