One Wealth Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.72M Buy
10,842
+5,568
+106% +$1.79M 1.05% 22
2026
Q1
$1.63M Sell
5,274
-1,268
-19% -$408K 0.71% 31
2025
Q4
$2.29M Buy
6,542
+443
+7% +$151K 0.98% 23
2025
Q3
$2.08M Sell
6,099
-624
-9% -$216K 0.93% 24
2025
Q2
$2.39M Sell
6,723
-120
-2% -$41.8K 1.12% 20
2025
Q1
$2.4M Buy
6,843
+476
+7% +$161K 1.29% 15
2024
Q4
$2.01M Buy
+6,367
New +$1.91M 1.02% 20

Other funds holding V

One Wealth Capital Management's V Position: Q2 2026 in Review

One Wealth Capital Management increased its Visa (V) stake by 106% in Q2 2026, buying an estimated $1.79M and bringing the position to 10,842 shares worth $3.72M. The position accounts for 1.05% of the portfolio, ranked #22.

One Wealth Capital Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • One Wealth Capital Management held 10,842 shares of Visa worth $3.72M as of Q2 2026.
  • One Wealth Capital Management bought 5,568 Visa shares in Q2 2026, an estimated $1.79M.
  • Visa made up 1.05% of One Wealth Capital Management's portfolio in Q2 2026, its #22 holding.
  • One Wealth Capital Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.