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Oakwell Private Wealth Management’s Visa V Stock Holding History

Oakwell Private Wealth Management’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 		– Sell
-5,398
Closed -$1.63M – 91
2026
Q1 		$1.63M Buy
5,398
+379
+8% +$122K 0.29% 32
2025
Q4 		$1.76M Buy
5,019
+339
+7% +$115K 0.33% 32
2025
Q3 		$1.6M Buy
4,680
+62
+1% +$21.5K 0.32% 31
2025
Q2 		$1.64M Buy
4,618
+293
+7% +$102K 0.38% 25
2025
Q1 		$1.52M Buy
4,325
+443
+11% +$150K 0.42% 27
2024
Q4 		$1.23M Buy
3,882
+270
+7% +$81.2K 0.34% 31
2024
Q3 		$993K Buy
3,612
+168
+5% +$45.4K 0.29% 35
2024
Q2 		$904K Buy
3,444
+464
+16% +$127K 0.26% 37
2024
Q1 		$832K Buy
2,980
+231
+8% +$63.8K 0.25% 36
2023
Q4 		$716K Buy
2,749
+352
+15% +$86.8K 0.25% 35
2023
Q3 		$551K Buy
2,397
+60
+3% +$14.4K 0.23% 37
2023
Q2 		$555K Buy
2,337
+190
+9% +$43.5K 0.23% 37
2023
Q1 		$484K Buy
2,147
+6
+0.3% +$1.33K 0.22% 40
2022
Q4 		$445K Buy
2,141
+69
+3% +$13.9K 0.21% 42
2022
Q3 		$368K Buy
2,072
+55
+3% +$11.2K 0.2% 46
2022
Q2 		$397K Buy
+2,017
New +$417K 0.23% 43

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

Oakwell Private Wealth Management's V Position: Q2 2026 in Review

Oakwell Private Wealth Management sold out of Visa (V) in Q2 2026, closing a stake of 5,398 shares — an estimated $1.63M sold.

Oakwell Private Wealth Management first reported a position in V in Q2 2022 and held it in 16 quarters. The position peaked at $1.76M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oakwell Private Wealth Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 5,398 Visa shares in Q2 2026, an estimated $1.63M.
  • Oakwell Private Wealth Management first reported a position in Visa in Q2 2022 and held it in 16 quarters.
  • Oakwell Private Wealth Management's Visa position peaked at $1.76M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.