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Octavia Wealth Advisors’s Visa V Stock Holding History

Octavia Wealth Advisors’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 		$1.94M Buy
5,656
+646
+13% +$207K 0.17% 48
2026
Q1 		$1.51M Sell
5,010
-82
-2% -$26.4K 0.14% 57
2025
Q4 		$1.78M Sell
5,092
-474
-9% -$161K 0.17% 56
2025
Q3 		$1.9M Buy
5,566
+55
+1% +$19K 0.19% 52
2025
Q2 		$1.96M Sell
5,511
-114
-2% -$39.7K 0.22% 45
2025
Q1 		$1.97M Buy
5,625
+8
+0.1% +$2.71K 0.24% 46
2024
Q4 		$1.78M Sell
5,617
-74
-1% -$22.3K 0.22% 51
2024
Q3 		$1.56M Buy
5,691
+21
+0.4% +$5.68K 0.19% 56
2024
Q2 		$1.49M Sell
5,670
-143
-2% -$39.2K 0.2% 54
2024
Q1 		$1.62M Sell
5,813
-444
-7% -$123K 0.24% 49
2023
Q4 		$1.63M Sell
6,257
-5
-0.1% -$1.23K 0.29% 46
2023
Q3 		$1.44M Buy
6,262
+571
+10% +$137K 0.29% 48
2023
Q2 		$1.35M Sell
5,691
-428
-7% -$98K 0.27% 45
2023
Q1 		$1.38M Buy
6,119
+164
+3% +$36.5K 0.31% 44
2022
Q4 		$1.24M Sell
5,955
-71
-1% -$14.3K 0.31% 52
2022
Q3 		$1.07M Buy
6,026
+131
+2% +$26.7K 0.29% 58
2022
Q2 		$1.16M Buy
5,895
+73
+1% +$15.1K 0.3% 58
2022
Q1 		$1.29M Sell
5,822
-183
-3% -$39.6K 0.29% 53
2021
Q4 		$1.3M Buy
6,005
+1,160
+24% +$249K 0.28% 55
2021
Q3 		$1.08M Sell
4,845
-1,276
-21% -$299K 0.28% 59
2021
Q2 		$1.43M Buy
6,121
+426
+7% +$97.4K 0.38% 52
2021
Q1 		$1.21M Buy
5,695
+472
+9% +$99.4K 0.36% 57
2020
Q4 		$1.14M Buy
+5,223
New +$1.07M 0.37% 57

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Octavia Wealth Advisors's V Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $207K and bringing the position to 5,656 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #48.

Octavia Wealth Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Octavia Wealth Advisors held 5,656 shares of Visa worth $1.94M as of Q2 2026.
  • Octavia Wealth Advisors bought 646 Visa shares in Q2 2026, an estimated $207K.
  • Visa made up 0.17% of Octavia Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Octavia Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Visa position peaked at $1.97M in Q1 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.