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Opal Wealth Advisors’s Visa V Stock Holding History

Opal 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
Q1 		$1.32M Buy
4,359
+135
+3% +$43.4K 0.3% 33
2025
Q4 		$1.48M Sell
4,224
-664
-14% -$226K 0.39% 31
2025
Q3 		$1.67M Sell
4,888
-265
-5% -$91.7K 0.46% 28
2025
Q2 		$1.83M Buy
5,153
+160
+3% +$55.8K 0.51% 26
2025
Q1 		$1.75M Sell
4,993
-295
-6% -$99.8K 0.54% 22
2024
Q4 		$1.67M Sell
5,288
-78
-1% -$23.5K 0.5% 31
2024
Q3 		$1.48M Buy
5,366
+156
+3% +$42.2K 0.46% 31
2024
Q2 		$1.37M Sell
5,210
-103
-2% -$28.2K 0.44% 31
2024
Q1 		$1.48M Sell
5,313
-709
-12% -$196K 0.5% 32
2023
Q4 		$1.57M Buy
6,022
+94
+2% +$23.2K 0.62% 29
2023
Q3 		$1.36M Buy
5,928
+218
+4% +$52.4K 0.8% 19
2023
Q2 		$1.36M Buy
5,710
+2,312
+68% +$529K 0.68% 18
2023
Q1 		$766K Buy
3,398
+27
+0.8% +$6.01K 0.45% 26
2022
Q4 		$700K Buy
3,371
+49
+1% +$9.88K 0.39% 40
2022
Q3 		$590K Sell
3,322
-106
-3% -$21.6K 0.43% 34
2022
Q2 		$675K Sell
3,428
-154
-4% -$31.8K 0.45% 33
2022
Q1 		$794K Sell
3,582
-378
-10% -$81.8K 0.69% 22
2021
Q4 		$858K Buy
3,960
+679
+21% +$146K 0.54% 33
2021
Q3 		$731K Sell
3,281
-315
-9% -$73.9K 0.7% 23
2021
Q2 		$841K Buy
3,596
+189
+6% +$43.2K 0.78% 23
2021
Q1 		$721K Buy
3,407
+239
+8% +$50.3K 0.78% 21
2020
Q4 		$693K Buy
+3,168
New +$648K 0.87% 19

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

Opal Wealth Advisors's V Position: Q1 2026 in Review

Opal Wealth Advisors increased its Visa (V) stake by 3.2% in Q1 2026, buying an estimated $43.4K and bringing the position to 4,359 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #33.

Opal Wealth Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.83M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Opal Wealth Advisors held 4,359 shares of Visa worth $1.32M as of Q1 2026.
  • Opal Wealth Advisors bought 135 Visa shares in Q1 2026, an estimated $43.4K.
  • Visa made up 0.3% of Opal Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Opal Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Visa position peaked at $1.83M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.