OAG
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Orbis Allan Gray’s Visa V Stock Holding History

Orbis Allan Gray’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
Q1 		– Sell
-45,558
Closed -$14.4M – 86
2024
Q4 		$14.4M Sell
45,558
-49,080
-52% -$14.8M 0.08% 76
2024
Q3 		$26M Buy
+94,638
New +$25.6M 0.14% 62
2023
Q1 		– Sell
-161,163
Closed -$33.5M – 82
2022
Q4 		$33.5M Hold
161,163
– – 0.27% 49
2022
Q3 		$28.6M Buy
161,163
+1,018
+0.6% +$207K 0.23% 50
2022
Q2 		$31.5M Buy
160,145
+7,101
+5% +$1.47M 0.25% 46
2022
Q1 		$33.9M Buy
153,044
+71,963
+89% +$15.6M 0.25% 46
2021
Q4 		$17.6M Buy
+81,081
New +$17.4M 0.13% 49
2020
Q3 		– Sell
-607,879
Closed -$117M – 68
2020
Q2 		$117M Buy
+607,879
New +$111M 0.88% 23

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orbis Allan Gray's V Position: Q1 2025 in Review

Orbis Allan Gray sold out of Visa (V) in Q1 2025, closing a stake of 45,558 shares — an estimated $14.4M sold.

Orbis Allan Gray first reported a position in V in Q2 2020 and held it in 8 quarters. The position peaked at $117M in Q2 2020. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Orbis Allan Gray reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 45,558 Visa shares in Q1 2025, an estimated $14.4M.
  • Orbis Allan Gray first reported a position in Visa in Q2 2020 and held it in 8 quarters.
  • Orbis Allan Gray's Visa position peaked at $117M in Q2 2020.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Orbis Allan Gray's 13F filing for Q1 2025, filed 15 May 2025.