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Opes Wealth Management’s Visa V Stock Holding History

Opes Wealth Management’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 		$253K Buy
837
+27
+3% +$8.68K 0.04% 126
2025
Q4 		$284K Sell
810
-29
-3% -$9.88K 0.05% 124
2025
Q3 		$286K Buy
839
+26
+3% +$9K 0.05% 121
2025
Q2 		$289K Sell
813
-116
-12% -$40.4K 0.05% 123
2025
Q1 		$326K Buy
929
+70
+8% +$23.7K 0.07% 109
2024
Q4 		$271K Buy
859
+68
+9% +$20.4K 0.06% 118
2024
Q3 		$217K Hold
791
– – 0.04% 128
2024
Q2 		$208K Buy
791
+9
+1% +$2.47K 0.04% 130
2024
Q1 		$218K Sell
782
-153
-16% -$42.2K 0.05% 124
2023
Q4 		$243K Buy
+935
New +$230K 0.06% 116

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Opes Wealth Management's V Position: Q1 2026 in Review

Opes Wealth Management increased its Visa (V) stake by 3.3% in Q1 2026, buying an estimated $8.68K and bringing the position to 837 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #126.

Opes Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $326K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Opes Wealth Management held 837 shares of Visa worth $253K as of Q1 2026.
  • Opes Wealth Management bought 27 Visa shares in Q1 2026, an estimated $8.68K.
  • Visa made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Opes Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Opes Wealth Management's Visa position peaked at $326K in Q1 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.