OBWP
V icon

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 – 176
2018
Q1 		$4K Buy
+35
New +$4.24K ﹤0.01% 150

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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