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Oxler Private Wealth’s Visa V Stock Holding History

Oxler Private Wealth’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 		$4.46M Sell
13,012
-2,428
-16% -$779K 1.28% 16
2026
Q1 		$4.67M Sell
15,440
-38
-0.2% -$12.2K 1.46% 16
2025
Q4 		$5.43M Buy
15,478
+553
+4% +$188K 1.57% 15
2025
Q3 		$5.09M Sell
14,925
-66
-0.4% -$22.8K 1.48% 14
2025
Q2 		$5.32M Sell
14,991
-260
-2% -$90.6K 1.67% 14
2025
Q1 		$5.34M Sell
15,251
-227
-1% -$76.8K 1.88% 16
2024
Q4 		$4.89M Buy
15,478
+27
+0.2% +$8.12K 1.61% 18
2024
Q3 		$4.25M Buy
15,451
+27
+0.2% +$7.3K 1.48% 20
2024
Q2 		$4.05M Sell
15,424
-73
-0.5% -$20K 1.5% 18
2024
Q1 		$4.32M Buy
15,497
+5,879
+61% +$1.62M 1.7% 17
2023
Q4 		$2.5M Sell
9,618
-6,115
-39% -$1.51M 2.08% 15
2023
Q3 		$3.63M Sell
15,733
-339
-2% -$81.5K 1.82% 13
2023
Q2 		$3.82M Sell
16,072
-373
-2% -$85.4K 1.82% 13
2023
Q1 		$3.71M Sell
16,445
-266
-2% -$59.2K 1.83% 15
2022
Q4 		$3.47M Sell
16,711
-646
-4% -$130K 1.87% 17
2022
Q3 		$3.09M Sell
17,357
-13
-0.1% -$2.65K 1.73% 14
2022
Q2 		$3.42M Buy
17,370
+11
+0.1% +$2.27K 1.65% 16
2022
Q1 		$3.85M Sell
17,359
-170
-1% -$36.8K 1.74% 13
2021
Q4 		$3.8M Sell
17,529
-99
-0.6% -$21.3K 1.57% 14
2021
Q3 		$3.93M Sell
17,628
-30
-0.2% -$7.04K 1.73% 13
2021
Q2 		$4.13M Sell
17,658
-50
-0.3% -$11.4K 1.8% 13
2021
Q1 		$3.75M Buy
17,708
+23
+0.1% +$4.84K 1.9% 13
2020
Q4 		$3.86M Buy
+17,685
New +$3.62M 2.18% 10

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

Oxler Private Wealth's V Position: Q2 2026 in Review

Oxler Private Wealth reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $779K and leaving 13,012 shares worth $4.46M. The position accounts for 1.28% of the portfolio, ranked #16.

Oxler Private Wealth first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.43M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Oxler Private Wealth held 13,012 shares of Visa worth $4.46M as of Q2 2026.
  • Oxler Private Wealth sold 2,428 Visa shares in Q2 2026, an estimated $779K.
  • Visa made up 1.28% of Oxler Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Oxler Private Wealth first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Visa position peaked at $5.43M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.