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Otter Creek Advisors’s Visa V Stock Holding History

Otter Creek Advisors’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
2025
Q2 		– Sell
-8,914
Closed -$3.12M – 54
2025
Q1 		$3.12M Sell
8,914
-5,886
-40% -$1.99M 1.87% 27
2024
Q4 		$4.68M Buy
+14,800
New +$4.45M 3.22% 19
2024
Q3 		– Sell
-18,433
Closed -$4.84M – 40
2024
Q2 		$4.84M Buy
18,433
+2,800
+18% +$767K 3.14% 12
2024
Q1 		$4.36M Buy
15,633
+5,000
+47% +$1.38M 2.59% 14
2023
Q4 		$2.77M Sell
10,633
-600
-5% -$148K 1.64% 31
2023
Q3 		$2.58M Buy
11,233
+4,500
+67% +$1.08M 1.98% 23
2023
Q2 		$1.6M Sell
6,733
-5,867
-47% -$1.34M 0.94% 35
2023
Q1 		$2.84M Buy
+12,600
New +$2.8M 2.04% 24

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Otter Creek Advisors's V Position: Q2 2025 in Review

Otter Creek Advisors sold out of Visa (V) in Q2 2025, closing a stake of 8,914 shares — an estimated $3.12M sold.

Otter Creek Advisors first reported a position in V in Q1 2023 and held it in 8 quarters. The position peaked at $4.84M in Q2 2024. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Otter Creek Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 8,914 Visa shares in Q2 2025, an estimated $3.12M.
  • Otter Creek Advisors first reported a position in Visa in Q1 2023 and held it in 8 quarters.
  • Otter Creek Advisors's Visa position peaked at $4.84M in Q2 2024.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Otter Creek Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.