OWP
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Obermeyer Wealth Partners’s Visa V Stock Holding History

Obermeyer Wealth Partners’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 		$7.83M Sell
22,822
-792
-3% -$254K 0.32% 40
2026
Q1 		$7.14M Buy
23,614
+1,627
+7% +$523K 0.33% 41
2025
Q4 		$7.71M Sell
21,987
-2,490
-10% -$848K 0.35% 46
2025
Q3 		$8.36M Buy
24,477
+471
+2% +$163K 0.39% 47
2025
Q2 		$8.52M Sell
24,006
-618
-3% -$215K 0.42% 46
2025
Q1 		$8.63M Buy
24,624
+440
+2% +$149K 0.46% 45
2024
Q4 		$7.64M Buy
24,184
+2,619
+12% +$788K 0.4% 47
2024
Q3 		$5.93M Buy
21,565
+1,566
+8% +$423K 0.32% 49
2024
Q2 		$5.25M Buy
19,999
+250
+1% +$68.5K 0.3% 47
2024
Q1 		$5.51M Buy
19,749
+7,491
+61% +$2.07M 0.32% 43
2023
Q4 		$3.19M Buy
12,258
+947
+8% +$233K 0.22% 42
2023
Q3 		$2.6M Buy
11,311
+717
+7% +$172K 0.19% 40
2023
Q2 		$2.52M Buy
10,594
+77
+0.7% +$17.6K 0.18% 42
2023
Q1 		$2.59M Sell
10,517
-1,523
-13% -$339K 0.19% 43
2022
Q4 		$2.5M Sell
12,040
-328
-3% -$66.1K 0.19% 46
2022
Q3 		$2.2M Sell
12,368
-784
-6% -$160K 0.18% 43
2022
Q2 		$2.59M Buy
13,152
+114
+0.9% +$23.6K 0.19% 40
2022
Q1 		$2.89M Buy
13,038
+72
+0.6% +$15.6K 0.17% 45
2021
Q4 		$2.81M Sell
12,966
-3,010
-19% -$646K 0.15% 46
2021
Q3 		$3.56M Buy
15,976
+132
+0.8% +$31K 0.2% 44
2021
Q2 		$3.71M Sell
15,844
-48
-0.3% -$11K 0.21% 45
2021
Q1 		$3.37M Buy
15,892
+3,459
+28% +$728K 0.21% 44
2020
Q4 		$2.72M Sell
12,433
-83
-0.7% -$17K 0.18% 44
2020
Q3 		$2.5M Buy
12,516
+10,509
+524% +$2.1M 0.19% 41
2020
Q2 		$388K Buy
2,007
+188
+10% +$34.3K 0.03% 90
2020
Q1 		$293K Sell
1,819
-8
-0.4% -$1.51K 0.03% 91
2019
Q4 		$343K Buy
1,827
+72
+4% +$13K 0.03% 96
2019
Q3 		$302K Buy
1,755
+123
+8% +$21.9K 0.03% 100
2019
Q2 		$283K Sell
1,632
-125
-7% -$20.5K 0.03% 101
2019
Q1 		$274K Hold
1,757
– – 0.03% 100
2018
Q4 		$232K Hold
1,757
– – 0.02% 106
2018
Q3 		$264K Sell
1,757
-366
-17% -$52K 0.02% 104
2018
Q2 		$281K Sell
2,123
-5,154
-71% -$663K 0.03% 92
2018
Q1 		$870K Sell
7,277
-2,527
-26% -$306K 0.08% 55
2017
Q4 		$1.12M Buy
9,804
+120
+1% +$13.3K 0.1% 56
2017
Q3 		$1.02M Sell
9,684
-630
-6% -$63.9K 0.09% 61
2017
Q2 		$967K Sell
10,314
-1,228
-11% -$114K 0.09% 59
2017
Q1 		$1.03M Sell
11,542
-110
-0.9% -$9.46K 0.09% 57
2016
Q4 		$909K Buy
11,652
+2,560
+28% +$206K 0.09% 59
2016
Q3 		$752K Buy
9,092
+532
+6% +$42.6K 0.07% 61
2016
Q2 		$635K Sell
8,560
-600
-7% -$47K 0.06% 67
2016
Q1 		$701K Sell
9,160
-280
-3% -$20.3K 0.07% 59
2015
Q4 		$732K Buy
9,440
+2,000
+27% +$155K 0.07% 58
2015
Q3 		$518K Hold
7,440
– – 0.05% 69
2015
Q2 		$500K Sell
7,440
-1,000
-12% -$67.8K 0.04% 81
2015
Q1 		$552K Buy
8,440
+200
+2% +$13.2K 0.05% 88
2014
Q4 		$540K Buy
+8,240
New +$496K 0.05% 91

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Obermeyer Wealth Partners's V Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $254K and leaving 22,822 shares worth $7.83M. The position accounts for 0.32% of the portfolio, ranked #40.

Obermeyer Wealth Partners first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.63M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Obermeyer Wealth Partners held 22,822 shares of Visa worth $7.83M as of Q2 2026.
  • Obermeyer Wealth Partners sold 792 Visa shares in Q2 2026, an estimated $254K.
  • Visa made up 0.32% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Obermeyer Wealth Partners first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • Obermeyer Wealth Partners's Visa position peaked at $8.63M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.