OIA
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Oakmont Investment Advisors’s Visa V Stock Holding History

Oakmont Investment 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
2026
Q2 		$412K Sell
1,203
-394
-25% -$126K 0.29% 89
2026
Q1 		$482K Sell
1,597
-50
-3% -$16.1K 0.44% 58
2025
Q4 		$578K Buy
+1,647
New +$561K 0.42% 65

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

Oakmont Investment Advisors's V Position: Q2 2026 in Review

Oakmont Investment Advisors reduced its Visa (V) stake by 25% in Q2 2026, selling an estimated $126K and leaving 1,203 shares worth $412K. The position accounts for 0.29% of the portfolio, ranked #89.

Oakmont Investment Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oakmont Investment Advisors held 1,203 shares of Visa worth $412K as of Q2 2026.
  • Oakmont Investment Advisors sold 394 Visa shares in Q2 2026, an estimated $126K.
  • Visa made up 0.29% of Oakmont Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Oakmont Investment Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Investment Advisors's Visa position peaked at $578K in Q4 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.