OWA
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ORBA Wealth Advisors’s Visa V Stock Holding History

ORBA Wealth 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
Q4 		– Sell
-635
Closed -$217K – 91
2025
Q3 		$217K Buy
635
+15
+2% +$5.19K 0.18% 77
2025
Q2 		$220K Sell
620
-1,488
-71% -$519K 0.2% 68
2025
Q1 		$739K Sell
2,108
-33
-2% -$11.2K 0.37% 51
2024
Q4 		$677K Sell
2,141
-110
-5% -$33.1K 0.35% 51
2024
Q3 		$619K Sell
2,251
-87
-4% -$23.5K 0.31% 53
2024
Q2 		$614K Buy
2,338
+622
+36% +$170K 0.32% 48
2024
Q1 		$479K Hold
1,716
– – 0.27% 60
2023
Q4 		$447K Buy
+1,716
New +$423K 0.27% 58

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ORBA Wealth Advisors's V Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Visa (V) in Q4 2025, closing a stake of 635 shares — an estimated $217K sold.

ORBA Wealth Advisors first reported a position in V in Q4 2023 and held it in 8 quarters. The position peaked at $739K in Q1 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • ORBA Wealth Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 635 Visa shares in Q4 2025, an estimated $217K.
  • ORBA Wealth Advisors first reported a position in Visa in Q4 2023 and held it in 8 quarters.
  • ORBA Wealth Advisors's Visa position peaked at $739K in Q1 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.