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SkyOak Wealth’s Visa V Stock Holding History

SkyOak 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 		$2.66M Sell
7,765
-300
-4% -$96.3K 0.44% 54
2026
Q1 		$2.44M Hold
8,065
– – 0.45% 57
2025
Q4 		$2.83M Sell
8,065
-290
-3% -$98.8K 0.51% 52
2025
Q3 		$2.85M Sell
8,355
-72
-0.9% -$24.9K 0.54% 50
2025
Q2 		$2.99M Hold
8,427
– – 0.6% 44
2025
Q1 		$2.95M Sell
8,427
-100
-1% -$33.8K 0.65% 42
2024
Q4 		$2.69M Hold
8,527
– – 0.58% 48
2024
Q3 		$2.34M Hold
8,527
– – 0.52% 55
2024
Q2 		$2.24M Hold
8,527
– – 0.52% 49
2024
Q1 		$2.38M Sell
8,527
-9
-0.1% -$2.48K 0.57% 48
2023
Q4 		$2.22M Sell
8,536
-466
-5% -$115K 0.58% 47
2023
Q3 		$2.07M Buy
9,002
+184
+2% +$44.2K 0.61% 41
2023
Q2 		$2.09M Sell
8,818
-100
-1% -$22.9K 0.59% 43
2023
Q1 		$2.01M Buy
8,918
+299
+3% +$66.6K 0.61% 43
2022
Q4 		$1.79M Sell
8,619
-500
-5% -$101K 0.6% 45
2022
Q3 		$1.62M Buy
9,119
+300
+3% +$61K 0.58% 48
2022
Q2 		$1.74M Sell
8,819
-1,775
-17% -$367K 0.59% 47
2022
Q1 		$2.35M Sell
10,594
-310
-3% -$67K 0.65% 43
2021
Q4 		$2.36M Sell
10,904
-897
-8% -$193K 0.6% 50
2021
Q3 		$2.63M Sell
11,801
-100
-0.8% -$23.4K 0.71% 39
2021
Q2 		$2.78M Sell
11,901
-75
-0.6% -$17.1K 0.74% 35
2021
Q1 		$2.8M Sell
11,976
-98
-0.8% -$20.6K 0.78% 35
2020
Q4 		$2.64M Sell
12,074
-30
-0.2% -$6.14K 0.82% 36
2020
Q3 		$2.42M Sell
12,104
-3,497
-22% -$699K 0.87% 34
2020
Q2 		$3.01M Sell
15,601
-498
-3% -$91K 1.11% 21
2020
Q1 		$2.59M Sell
16,099
-19,664
-55% -$3.7M 1.33% 18
2019
Q4 		$6.72M Buy
+35,763
New +$6.44M 2.08% 5

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

SkyOak Wealth's V Position: Q2 2026 in Review

SkyOak Wealth reduced its Visa (V) stake by 3.7% in Q2 2026, selling an estimated $96.3K and leaving 7,765 shares worth $2.66M. The position accounts for 0.44% of the portfolio, ranked #54.

SkyOak Wealth first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.72M in Q4 2019. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SkyOak Wealth held 7,765 shares of Visa worth $2.66M as of Q2 2026.
  • SkyOak Wealth sold 300 Visa shares in Q2 2026, an estimated $96.3K.
  • Visa made up 0.44% of SkyOak Wealth's portfolio in Q2 2026, its #54 holding.
  • SkyOak Wealth first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Visa position peaked at $6.72M in Q4 2019.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.