OCM
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Orleans Capital Management’s Visa V Stock Holding History

Orleans 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
2026
Q1 		$634K Sell
2,097
-370
-15% -$119K 0.43% 61
2025
Q4 		$865K Buy
2,467
+867
+54% +$295K 0.54% 57
2025
Q3 		$546K Sell
1,600
-20
-1% -$6.92K 0.35% 63
2025
Q2 		$575K Buy
+1,620
New +$565K 0.31% 65
2024
Q2 		– Sell
-880
Closed -$246K – 78
2024
Q1 		$246K Sell
880
-275
-24% -$75.9K 0.16% 70
2023
Q4 		$301K Buy
+1,155
New +$285K 0.2% 67

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

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

Orleans Capital Management reduced its Visa (V) stake by 15% in Q1 2026, selling an estimated $119K and leaving 2,097 shares worth $634K. The position accounts for 0.43% of the portfolio, ranked #61.

Orleans Capital Management first reported a position in V in Q4 2023 and has held it in 6 quarters since. The position peaked at $865K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Orleans Capital Management held 2,097 shares of Visa worth $634K as of Q1 2026.
  • Orleans Capital Management sold 370 Visa shares in Q1 2026, an estimated $119K.
  • Visa made up 0.43% of Orleans Capital Management's portfolio in Q1 2026, its #61 holding.
  • Orleans Capital Management first reported a position in Visa in Q4 2023 and has held it in 6 quarters since.
  • Orleans Capital Management's Visa position peaked at $865K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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