Oxler Private Wealth
V icon

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
Q3 		$4.65M Sell
12,941
-71
-0.5% -$26K 1.25% 17
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% -$2.64K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oxler Private Wealth's V Position: Q3 2026 in Review

Oxler Private Wealth reduced its Visa (V) stake by 0.55% in Q3 2026, selling an estimated $26K and leaving 12,941 shares worth $4.65M. The position accounts for 1.25% of the portfolio, ranked #17.

Oxler Private Wealth first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.43M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Oxler Private Wealth held 12,941 shares of Visa worth $4.65M as of Q3 2026.
  • Oxler Private Wealth sold 71 Visa shares in Q3 2026, an estimated $26K.
  • Visa made up 1.25% of Oxler Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Oxler Private Wealth first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's Visa position peaked at $5.43M in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.