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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oakwell Private Wealth Management's V Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Visa (V) stake by 7.6% in Q1 2026, buying an estimated $122K and bringing the position to 5,398 shares worth $1.63M. The position accounts for 0.29% of the portfolio, ranked #32.

Oakwell Private Wealth Management first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.76M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Oakwell Private Wealth Management held 5,398 shares of Visa worth $1.63M as of Q1 2026.
Oakwell Private Wealth Management bought 379 Visa shares in Q1 2026, an estimated $122K.
Visa made up 0.29% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #32 holding.
Oakwell Private Wealth Management first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
Oakwell Private Wealth Management's Visa position peaked at $1.76M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.