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O'Donnell Financial Services’s Visa V Stock Holding History

O'Donnell Financial Services’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
Q1 		$261K Hold
862
– – 0.09% 53
2025
Q4 		$302K Sell
862
-20
-2% -$6.81K 0.1% 49
2025
Q3 		$301K Buy
882
+115
+15% +$39.8K 0.11% 49
2025
Q2 		$272K Sell
767
-35
-4% -$12.2K 0.1% 47
2025
Q1 		$281K Buy
802
+55
+7% +$18.6K 0.12% 43
2024
Q4 		$217K Hold
747
– – 0.09% 38
2024
Q3 		$205K Buy
+747
New +$202K 0.08% 42
2024
Q2 		– Sell
-747
Closed -$208K – 40
2024
Q1 		$208K Buy
+747
New +$206K 0.1% 39

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

O'Donnell Financial Services's V Position: Q1 2026 in Review

O'Donnell Financial Services held its Visa (V) position steady in Q1 2026 at 862 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #53.

O'Donnell Financial Services first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $302K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • O'Donnell Financial Services held 862 shares of Visa worth $261K as of Q1 2026.
  • O'Donnell Financial Services left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.09% of O'Donnell Financial Services's portfolio in Q1 2026, its #53 holding.
  • O'Donnell Financial Services first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • O'Donnell Financial Services's Visa position peaked at $302K in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.