OPCM
V icon

Osborne Partners Capital Management’s Visa V Stock Holding History

Osborne Partners 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 		$14M Buy
46,217
+1,666
+4% +$536K 0.74% 44
2025
Q4 		$15.6M Sell
44,551
-1,059
-2% -$361K 0.8% 37
2025
Q3 		$15.6M Sell
45,610
-826
-2% -$286K 0.79% 39
2025
Q2 		$16.5M Sell
46,436
-990
-2% -$345K 0.88% 34
2025
Q1 		$16.6M Sell
47,426
-961
-2% -$325K 0.96% 28
2024
Q4 		$15.3M Sell
48,387
-282
-0.6% -$84.8K 0.88% 29
2024
Q3 		$13.4M Buy
48,669
+66
+0.1% +$17.8K 0.76% 42
2024
Q2 		$12.8M Buy
48,603
+317
+0.7% +$86.9K 0.76% 38
2024
Q1 		$13.5M Sell
48,286
-15
-0% -$4.14K 0.83% 36
2023
Q4 		$12.6M Sell
48,301
-200
-0.4% -$49.3K 0.82% 38
2023
Q3 		$11.2M Buy
48,501
+200
+0.4% +$48.1K 0.83% 40
2023
Q2 		$11.5M Buy
48,301
+249
+0.5% +$57K 0.83% 39
2023
Q1 		$10.8M Buy
48,052
+257
+0.5% +$57.2K 0.79% 42
2022
Q4 		$9.93M Sell
47,795
-300
-0.6% -$60.5K 0.78% 41
2022
Q3 		$8.54M Buy
48,095
+1,552
+3% +$316K 0.71% 48
2022
Q2 		$9.16M Buy
46,543
+8,142
+21% +$1.68M 0.7% 47
2022
Q1 		$8.52M Buy
38,401
+1,050
+3% +$227K 0.63% 59
2021
Q4 		$8.09M Buy
37,351
+2,186
+6% +$469K 0.59% 59
2021
Q3 		$7.83M Buy
35,165
+3,286
+10% +$771K 0.63% 55
2021
Q2 		$7.45M Buy
31,879
+872
+3% +$199K 0.61% 59
2021
Q1 		$6.57M Sell
31,007
-8,851
-22% -$1.86M 0.6% 60
2020
Q4 		$8.72M Buy
39,858
+11,358
+40% +$2.32M 1.07% 26
2020
Q3 		$5.7M Buy
28,500
+258
+0.9% +$51.5K 1.15% 31
2020
Q2 		$5.46M Buy
28,242
+1,455
+5% +$266K 1.17% 29
2020
Q1 		$4.32M Buy
26,787
+22,027
+463% +$4.15M 1.12% 30
2019
Q4 		$894K Sell
4,760
-157
-3% -$28.3K 0.18% 85
2019
Q3 		$846K Hold
4,917
– – 0.17% 90
2019
Q2 		$853K Hold
4,917
– – 0.16% 94
2019
Q1 		$768K Sell
4,917
-10,805
-69% -$1.56M 0.15% 91
2018
Q4 		$2.07M Buy
15,722
+1,997
+15% +$276K 0.31% 88
2018
Q3 		$2.06M Buy
13,725
+255
+2% +$36.3K 0.26% 93
2018
Q2 		$1.78M Sell
13,470
-435
-3% -$56K 0.24% 97
2018
Q1 		$1.66M Sell
13,905
-177
-1% -$21.5K 0.23% 95
2017
Q4 		$1.61M Sell
14,082
-136
-1% -$15K 0.21% 97
2017
Q3 		$1.5M Buy
14,218
+118
+0.8% +$12K 0.2% 101
2017
Q2 		$1.32M Buy
14,100
+59
+0.4% +$5.48K 0.19% 101
2017
Q1 		$1.25M Buy
14,041
+10,526
+299% +$905K 0.18% 104
2016
Q4 		$274K Sell
3,515
-3,973
-53% -$319K 0.04% 158
2016
Q3 		$619K Sell
7,488
-1,131
-13% -$90.5K 0.09% 124
2016
Q2 		$639K Buy
8,619
+1,291
+18% +$101K 0.1% 125
2016
Q1 		$560K Sell
7,328
-1,026
-12% -$74.5K 0.08% 129
2015
Q4 		$648K Sell
8,354
-394
-5% -$30.5K 0.09% 126
2015
Q3 		$609K Buy
8,748
+34
+0.4% +$2.43K 0.09% 128
2015
Q2 		$585K Sell
8,714
-1,001
-10% -$67.8K 0.08% 132
2015
Q1 		$635K Buy
9,715
+1,143
+13% +$75.6K 0.08% 130
2014
Q4 		$562K Sell
8,572
-4,312
-33% -$260K 0.07% 135
2014
Q3 		$687K Sell
12,884
-340
-3% -$18.3K 0.09% 122
2014
Q2 		$697K Sell
13,224
-4,844
-27% -$253K 0.09% 121
2014
Q1 		$975K Buy
18,068
+544
+3% +$30.2K 0.13% 114
2013
Q4 		$976K Sell
17,524
-672
-4% -$33.9K 0.13% 113
2013
Q3 		$869K Sell
18,196
-820
-4% -$37.9K 0.12% 115
2013
Q2 		$869K Buy
+19,016
New +$832K 0.12% 114

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

Osborne Partners Capital Management's V Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Visa (V) stake by 3.7% in Q1 2026, buying an estimated $536K and bringing the position to 46,217 shares worth $14M. The position accounts for 0.74% of the portfolio, ranked #44.

Osborne Partners Capital Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.6M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Osborne Partners Capital Management held 46,217 shares of Visa worth $14M as of Q1 2026.
  • Osborne Partners Capital Management bought 1,666 Visa shares in Q1 2026, an estimated $536K.
  • Visa made up 0.74% of Osborne Partners Capital Management's portfolio in Q1 2026, its #44 holding.
  • Osborne Partners Capital Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Osborne Partners Capital Management's Visa position peaked at $16.6M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.