OF
V icon

Optimize Financial’s Visa V Stock Holding History

Optimize Financial’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
Q2 		$513K Sell
1,496
-5
-0.3% -$1.6K 0.18% 133
2026
Q1 		$454K Buy
1,501
+152
+11% +$48.9K 0.22% 142
2025
Q4 		$473K Sell
1,349
-3
-0.2% -$1.02K 0.24% 155
2025
Q3 		$462K Buy
1,352
+288
+27% +$99.7K 0.24% 140
2025
Q2 		$378K Sell
1,064
-6
-0.6% -$2.09K 0.23% 128
2025
Q1 		$375K Sell
1,070
-123
-10% -$41.6K 0.14% 127
2024
Q4 		$377K Buy
+1,193
New +$359K 0.28% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Optimize Financial's V Position: Q2 2026 in Review

Optimize Financial reduced its Visa (V) stake by 0.33% in Q2 2026, selling an estimated $1.6K and leaving 1,496 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #133.

Optimize Financial first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Optimize Financial held 1,496 shares of Visa worth $513K as of Q2 2026.
  • Optimize Financial sold 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #133 holding.
  • Optimize Financial first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.