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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
Q2 		$419K Buy
1,220
+60
+5% +$19.3K 0.21% 127
2026
Q1 		$351K Sell
1,160
-30
-3% -$9.65K 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

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

Optivise Advisory Services's V Position: Q2 2026 in Review

Optivise Advisory Services increased its Visa (V) stake by 5.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,220 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #127.

Optivise Advisory Services first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $506K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Optivise Advisory Services held 1,220 shares of Visa worth $419K as of Q2 2026.
  • Optivise Advisory Services bought 60 Visa shares in Q2 2026, an estimated $19.3K.
  • Visa made up 0.21% of Optivise Advisory Services's portfolio in Q2 2026, its #127 holding.
  • Optivise Advisory Services first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Optivise Advisory Services's Visa position peaked at $506K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.