OAJ
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Ogorek Anthony Joseph’s Visa V Stock Holding History

Ogorek Anthony Joseph’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 		$168K Sell
556
-37
-6% -$11.9K 0.05% 81
2025
Q4 		$207K Sell
593
-18
-3% -$6.13K 0.06% 76
2025
Q3 		$208K Sell
611
-25
-4% -$8.65K 0.06% 74
2025
Q2 		$225K Buy
636
+9
+1% +$3.14K 0.07% 63
2025
Q1 		$219K Buy
627
+201
+47% +$68K 0.07% 69
2024
Q4 		$134K Buy
426
+201
+89% +$60.4K 0.04% 75
2024
Q3 		$62K Hold
225
– – 0.02% 105
2024
Q2 		$59K Hold
225
– – 0.02% 97
2024
Q1 		$62K Hold
225
– – 0.02% 98
2023
Q4 		$58K Hold
225
– – 0.02% 100
2023
Q3 		$51K Hold
225
– – 0.02% 111
2023
Q2 		$53K Hold
225
– – 0.02% 105
2023
Q1 		$50K Buy
+225
New +$50.1K 0.02% 104

Other funds holding V

BlackRock
BlackRock New York $5.7T 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