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Optimum Investment Advisors’s Visa V Stock Holding History

Optimum Investment 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
Q3 		$1.15M Sell
3,360
-201
-6% -$69.6K 0.46% 41
2025
Q2 		$1.26M Sell
3,561
-53
-1% -$18.5K 0.55% 37
2025
Q1 		$1.27M Sell
3,614
-211
-6% -$71.4K 0.6% 34
2024
Q4 		$1.21M Hold
3,825
– – 0.53% 38
2024
Q3 		$1.05M Sell
3,825
-377
-9% -$102K 0.45% 46
2024
Q2 		$1.1M Buy
4,202
+345
+9% +$94.6K 0.49% 38
2024
Q1 		$1.08M Buy
3,857
+380
+11% +$105K 0.49% 45
2023
Q4 		$905K Sell
3,477
-100
-3% -$24.6K 0.46% 48
2023
Q3 		$823K Buy
3,577
+140
+4% +$33.7K 0.42% 59
2023
Q2 		$816K Buy
3,437
+456
+15% +$104K 0.4% 61
2023
Q1 		$672K Hold
2,981
– – 0.35% 68
2022
Q4 		$619K Hold
2,981
– – 0.34% 75
2022
Q3 		$530K Sell
2,981
-9
-0.3% -$1.83K 0.29% 81
2022
Q2 		$589K Sell
2,990
-25
-0.8% -$5.17K 0.29% 75
2022
Q1 		$669K Sell
3,015
-71
-2% -$15.4K 0.28% 76
2021
Q4 		$669K Sell
3,086
-40
-1% -$8.59K 0.26% 86
2021
Q3 		$696K Sell
3,126
-1,618
-34% -$379K 0.29% 79
2021
Q2 		$1.11M Sell
4,744
-366
-7% -$83.7K 0.35% 58
2021
Q1 		$1.08M Sell
5,110
-1,431
-22% -$301K 0.32% 68
2020
Q4 		$1.43M Sell
6,541
-652
-9% -$133K 0.43% 52
2020
Q3 		$1.44M Sell
7,193
-18
-0.2% -$3.6K 0.48% 47
2020
Q2 		$1.39M Buy
7,211
+81
+1% +$14.8K 0.49% 47
2020
Q1 		$1.15M Sell
7,130
-1,709
-19% -$322K 0.47% 48
2019
Q4 		$1.66M Buy
8,839
+101
+1% +$18.2K 0.49% 44
2019
Q3 		$1.5M Buy
8,738
+395
+5% +$70.4K 0.47% 51
2019
Q2 		$1.45M Sell
8,343
-65
-0.8% -$10.6K 0.47% 52
2019
Q1 		$1.31M Buy
8,408
+557
+7% +$80.3K 0.43% 56
2018
Q4 		$1.04M Sell
7,851
-35
-0.4% -$4.83K 0.36% 68
2018
Q3 		$1.18M Sell
7,886
-50
-0.6% -$7.11K 0.33% 80
2018
Q2 		$1.05M Buy
7,936
+73
+0.9% +$9.4K 0.3% 87
2018
Q1 		$941K Sell
7,863
-200
-2% -$24.2K 0.28% 94
2017
Q4 		$919K Sell
8,063
-500
-6% -$55.2K 0.29% 100
2017
Q3 		$901K Buy
8,563
+600
+8% +$60.9K 0.3% 99
2017
Q2 		$747K Buy
7,963
+1,315
+20% +$122K 0.26% 117
2017
Q1 		$591K Buy
6,648
+165
+3% +$14.2K 0.21% 142
2016
Q4 		$506K Buy
6,483
+200
+3% +$16.1K 0.19% 141
2016
Q3 		$520K Sell
6,283
-420
-6% -$33.6K 0.2% 145
2016
Q2 		$497K Buy
6,703
+590
+10% +$46.2K 0.19% 146
2016
Q1 		$468K Sell
6,113
-1,185
-16% -$86.1K 0.18% 152
2015
Q4 		$566K Buy
7,298
+1,418
+24% +$110K 0.22% 134
2015
Q3 		$410K Buy
+5,880
New +$420K 0.17% 165
2015
Q1 		$306K Buy
4,680
+1,200
+34% +$79.3K 0.1% 218
2014
Q4 		$228K Hold
3,480
– – 0.07% 251
2014
Q3 		$186K Buy
3,480
+100
+3% +$5.37K 0.06% 267
2014
Q2 		$178K Hold
3,380
– – 0.06% 274
2014
Q1 		$182K Buy
3,380
+200
+6% +$11.1K 0.07% 235
2013
Q4 		$177K Buy
3,180
+200
+7% +$10.1K 0.07% 236
2013
Q3 		$142K Buy
+2,980
New +$138K 0.06% 241

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's V Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Visa (V) stake by 5.6% in Q3 2025, selling an estimated $69.6K and leaving 3,360 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #41.

Optimum Investment Advisors first reported a position in V in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.66M in Q4 2019. 4,309 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Optimum Investment Advisors held 3,360 shares of Visa worth $1.15M as of Q3 2025.
  • Optimum Investment Advisors sold 201 Visa shares in Q3 2025, an estimated $69.6K.
  • Visa made up 0.46% of Optimum Investment Advisors's portfolio in Q3 2025, its #41 holding.
  • Optimum Investment Advisors first reported a position in Visa in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Visa position peaked at $1.66M in Q4 2019.
  • 4,309 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.