Optivise Advisory Services
V icon

Optivise Advisory Services’s Visa V Stock Holding History

Optivise Advisory Services’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
Q3 		$461K Buy
1,283
+63
+5% +$23K 0.23% 110
2026
Q2 		$419K Buy
1,220
+60
+5% +$19.3K 0.21% 127
2026
Q1 		$351K Sell
1,160
-30
-3% -$9.6K 0.21% 118
2025
Q4 		$417K Buy
1,190
+22
+2% +$7.5K 0.24% 107
2025
Q3 		$399K Buy
1,168
+11
+1% +$3.81K 0.24% 99
2025
Q2 		$411K Sell
1,157
-287
-20% -$100K 0.21% 109
2025
Q1 		$506K Buy
1,444
+146
+11% +$49.4K 0.28% 84
2024
Q4 		$410K Buy
1,298
+114
+10% +$34.3K 0.22% 102
2024
Q3 		$326K Buy
+1,184
New +$320K 0.17% 114

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Optivise Advisory Services's V Position: Q3 2026 in Review

Optivise Advisory Services increased its Visa (V) stake by 5.2% in Q3 2026, buying an estimated $23K and bringing the position to 1,283 shares worth $461K. The position accounts for 0.23% of the portfolio, ranked #110.

Optivise Advisory Services first reported a position in V in Q3 2024 and has held it in 9 quarters since. The position peaked at $506K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Optivise Advisory Services held 1,283 shares of Visa worth $461K as of Q3 2026.
  • Optivise Advisory Services bought 63 Visa shares in Q3 2026, an estimated $23K.
  • Visa made up 0.23% of Optivise Advisory Services's portfolio in Q3 2026, its #110 holding.
  • Optivise Advisory Services first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Visa position peaked at $506K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.