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Oxford Wealth Group’s Visa V Stock Holding History

Oxford Wealth Group’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 		$368K Sell
1,072
-73
-6% -$23.4K 0.16% 72
2026
Q1 		$346K Sell
1,145
-148
-11% -$47.6K 0.19% 73
2025
Q4 		$453K Buy
+1,293
New +$441K 0.22% 59
2024
Q4 		$1.4M Sell
4,442
-68
-2% -$20.4K 0.91% 24
2024
Q3 		$1.24M Sell
4,510
-1,374
-23% -$371K 1.01% 28
2024
Q2 		$1.54M Buy
5,884
+1,974
+50% +$541K 1.06% 28
2024
Q1 		$1.09M Buy
+3,910
New +$1.08M 0.99% 26

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Oxford Wealth Group's V Position: Q2 2026 in Review

Oxford Wealth Group reduced its Visa (V) stake by 6.4% in Q2 2026, selling an estimated $23.4K and leaving 1,072 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #72.

Oxford Wealth Group first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oxford Wealth Group held 1,072 shares of Visa worth $368K as of Q2 2026.
  • Oxford Wealth Group sold 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.16% of Oxford Wealth Group's portfolio in Q2 2026, its #72 holding.
  • Oxford Wealth Group first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Visa position peaked at $1.54M in Q2 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.