OCM
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Osbon Capital Management’s Visa V Stock Holding History

Osbon 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
Q2 		$686K Sell
1,999
-163
-8% -$52.3K 0.54% 34
2026
Q1 		$653K Buy
2,162
+1
+0% +$322 0.53% 37
2025
Q4 		$758K Buy
+2,161
New +$736K 0.71% 28

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Osbon Capital Management's V Position: Q2 2026 in Review

Osbon Capital Management reduced its Visa (V) stake by 7.5% in Q2 2026, selling an estimated $52.3K and leaving 1,999 shares worth $686K. The position accounts for 0.54% of the portfolio, ranked #34.

Osbon Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $758K in Q4 2025. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Osbon Capital Management held 1,999 shares of Visa worth $686K as of Q2 2026.
  • Osbon Capital Management sold 163 Visa shares in Q2 2026, an estimated $52.3K.
  • Visa made up 0.54% of Osbon Capital Management's portfolio in Q2 2026, its #34 holding.
  • Osbon Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Visa position peaked at $758K in Q4 2025.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.