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SilverOak Wealth Management’s Visa V Stock Holding History

SilverOak Wealth Management’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 		$275K Hold
801
– – 0.04% 111
2026
Q1 		$242K Sell
801
-3
-0.4% -$965 0.04% 111
2025
Q4 		$282K Hold
804
– – 0.04% 103
2025
Q3 		$274K Sell
804
-50
-6% -$17.3K 0.05% 99
2025
Q2 		$303K Buy
+854
New +$298K 0.06% 91

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

SilverOak Wealth Management's V Position: Q2 2026 in Review

SilverOak Wealth Management held its Visa (V) position steady in Q2 2026 at 801 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #111.

SilverOak Wealth Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SilverOak Wealth Management held 801 shares of Visa worth $275K as of Q2 2026.
  • SilverOak Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #111 holding.
  • SilverOak Wealth Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • SilverOak Wealth Management's Visa position peaked at $303K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.