O'Neil Global Advisors’s Visa V Stock Holding History

O'Neil Global 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
2025 Q2	–	Sell	-2,017	Closed	-$707K	–	67
2025 Q1	$707K	Sell	2,017 -489	-20%	-$165K	1.34%	14
2024 Q4	$792K	Buy	+2,506	New	+$754K	0.23%	28
2021 Q3	–	Sell	-1,408	Closed	-$329K	–	128
2021 Q2	$329K	Buy	+1,408	New	+$322K	0.1%	75

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Neil Global Advisors's V Position: Q2 2025 in Review

O'Neil Global Advisors sold out of Visa (V) in Q2 2025, closing a stake of 2,017 shares — an estimated $707K sold.

O'Neil Global Advisors first reported a position in V in Q2 2021 and held it in 3 quarters. The position peaked at $792K in Q4 2024. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

O'Neil Global Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
O'Neil Global Advisors sold 2,017 Visa shares in Q2 2025, an estimated $707K.
O'Neil Global Advisors first reported a position in Visa in Q2 2021 and held it in 3 quarters.
O'Neil Global Advisors's Visa position peaked at $792K in Q4 2024.
4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on O'Neil Global Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.