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Visa shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 701 302.24
2025-12-31 $273k 779 350.74

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (BILS)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group

View all funds holding Visa