O'Brien Wealth Partners’s Visa V Stock Holding History

O'Brien 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
2025 Q4	$56.1K	Hold	160	–	–	0.01%	94
2025 Q3	$54.6K	Buy	160 +71	+80%	+$24.6K	0.01%	80
2025 Q2	$31.6K	Sell	89 -66	-43%	-$23K	0.01%	70
2025 Q1	$54.3K	Buy	+155	New	+$52.4K	0.01%	60
2024 Q3	–	Sell	-7	Closed	-$1.84K	–	72
2024 Q2	$1.84K	Sell	7 -14	-67%	-$3.84K	﹤0.01%	57
2024 Q1	$5.86K	Sell	21 -102	-83%	-$28.2K	﹤0.01%	61
2023 Q4	$32K	Buy	+123	New	+$30.3K	0.01%	58
2022 Q3	–	Sell	-315	Closed	-$62K	–	65
2022 Q2	$62K	Buy	+315	New	+$65.1K	0.03%	62
2018 Q2	–	Sell	-35	Closed	-$4K	–	175
2018 Q1	$4K	Buy	+35	New	+$4.24K	﹤0.01%	150

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's V Position: Q4 2025 in Review

O'Brien Wealth Partners held its Visa (V) position steady in Q4 2025 at 160 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #94.

O'Brien Wealth Partners first reported a position in V in Q1 2018 and has held it in 9 quarters since. The position peaked at $62K in Q2 2022. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

O'Brien Wealth Partners held 160 shares of Visa worth $56.1K as of Q4 2025.
O'Brien Wealth Partners left its Visa share count unchanged in Q4 2025.
Visa made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #94 holding.
O'Brien Wealth Partners first reported a position in Visa in Q1 2018 and has held it in 9 quarters since.
O'Brien Wealth Partners's Visa position peaked at $62K in Q2 2022.
4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.