OCM
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Objective Capital Management’s Visa V Stock Holding History

Objective Capital 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
2024
Q4 		– Sell
-764
Closed -$210K – 153
2024
Q3 		$210K Buy
+764
New +$207K 0.12% 138
2024
Q1 		$273K Buy
+979
New +$270K 0.18% 102

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Objective Capital Management's V Position: Q4 2024 in Review

Objective Capital Management sold out of Visa (V) in Q4 2024, closing a stake of 764 shares — an estimated $210K sold.

Objective Capital Management first reported a position in V in Q1 2024 and held it in 2 quarters. The position peaked at $273K in Q1 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Objective Capital Management reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
  • Objective Capital Management sold 764 Visa shares in Q4 2024, an estimated $210K.
  • Objective Capital Management first reported a position in Visa in Q1 2024 and held it in 2 quarters.
  • Objective Capital Management's Visa position peaked at $273K in Q1 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.