OCM
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Orion Capital Management’s Visa V Stock Holding History

Orion Capital Management’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
2024
Q2 		– Sell
-100
Closed -$27.9K – 506
2024
Q1 		$27.9K Hold
100
– – 0.01% 303
2023
Q4 		$26K Hold
100
– – 0.02% 308
2023
Q3 		$23K Hold
100
– – 0.01% 308
2023
Q2 		$23.7K Buy
+100
New +$22.9K 0.02% 136

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orion Capital Management's V Position: Q1 2026 in Review

Orion Capital Management reduced its Visa (V) stake by 4.2% in Q1 2026, selling an estimated $49.8K and leaving 3,575 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #46.

Orion Capital Management first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.59M in Q1 2022. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Orion Capital Management held 3,575 shares of Visa worth $1.08M as of Q1 2026.
  • Orion Capital Management sold 155 Visa shares in Q1 2026, an estimated $49.8K.
  • Visa made up 0.37% of Orion Capital Management's portfolio in Q1 2026, its #46 holding.
  • Orion Capital Management first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Visa position peaked at $1.59M in Q1 2022.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.