Orin Green Financial’s Visa V Stock Holding History

Orin Green Financial’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	$326K	Hold	949	–	–	0.12%	65
2026 Q1	$287K	Hold	949	–	–	0.12%	64
2025 Q4	$333K	Sell	949 -6	-0.6%	-$2.04K	0.13%	60
2025 Q3	$326K	Buy	955 +6	+0.6%	+$2.08K	0.13%	61
2025 Q2	$337K	Hold	949	–	–	0.14%	59
2025 Q1	$304K	Buy	+949	New	+$321K	0.14%	59
2024 Q4	–	Sell	-949	Closed	-$285K	–	60
2024 Q3	$261K	Hold	949	–	–	0.11%	67
2024 Q2	$249K	Buy	+949	New	+$260K	0.11%	65
2024 Q1	–	Sell	-949	Closed	-$262K	–	63
2023 Q4	$247K	Hold	949	–	–	0.12%	61
2023 Q3	$218K	Hold	949	–	–	0.12%	63
2023 Q2	$225K	Hold	949	–	–	0.12%	60
2023 Q1	$214K	Buy	+949	New	+$211K	0.12%	61
2022 Q3	–	Sell	-1,121	Closed	-$225K	–	66
2022 Q2	$225K	Hold	1,121	–	–	0.14%	60
2022 Q1	$249K	Buy	1,121 +203	+22%	+$43.9K	0.16%	58
2021 Q4	$207K	Sell	918 -203	-18%	-$43.6K	0.15%	56
2021 Q3	$250K	Buy	1,121 +12	+1%	+$2.81K	0.17%	58
2021 Q2	$259K	Hold	1,109	–	–	0.18%	57
2021 Q1	$235K	Sell	1,109 -125	-10%	-$26.3K	0.19%	60
2020 Q4	$270K	Buy	+1,234	New	+$253K	0.21%	55

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Orin Green Financial's V Position: Q2 2026 in Review

Orin Green Financial held its Visa (V) position steady in Q2 2026 at 949 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #65.

Orin Green Financial first reported a position in V in Q4 2020 and has held it in 19 quarters since. The position peaked at $337K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Orin Green Financial held 949 shares of Visa worth $326K as of Q2 2026.
Orin Green Financial left its Visa share count unchanged in Q2 2026.
Visa made up 0.12% of Orin Green Financial's portfolio in Q2 2026, its #65 holding.
Orin Green Financial first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
Orin Green Financial's Visa position peaked at $337K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.