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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
2018
Q2 		– Sell
-500
Closed -$3K – 1100
2018
Q1 		$3K Buy
+500
New +$60.6K ﹤0.01% 945

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.