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Sierra Ocean’s Visa V Stock Holding History

Sierra Ocean’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 		$304K Sell
885
-6
-0.7% -$1.93K 0.21% 53
2026
Q1 		$269K Buy
891
+69
+8% +$22.2K 0.22% 45
2025
Q4 		$288K Sell
822
-112
-12% -$38.2K 0.24% 41
2025
Q3 		$319K Sell
934
-35
-4% -$12.1K 0.27% 43
2025
Q2 		$344K Buy
969
+8
+0.8% +$2.79K 0.25% 43
2025
Q1 		$337K Sell
961
-21
-2% -$7.11K 0.27% 38
2024
Q4 		$311K Buy
+982
New +$295K 0.25% 46

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

Sierra Ocean's V Position: Q2 2026 in Review

Sierra Ocean reduced its Visa (V) stake by 0.67% in Q2 2026, selling an estimated $1.93K and leaving 885 shares worth $304K. The position accounts for 0.21% of the portfolio, ranked #53.

Sierra Ocean first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sierra Ocean held 885 shares of Visa worth $304K as of Q2 2026.
  • Sierra Ocean sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.21% of Sierra Ocean's portfolio in Q2 2026, its #53 holding.
  • Sierra Ocean first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Sierra Ocean's Visa position peaked at $344K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.