Ownership history in Corient Private Wealth LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,956,307 | +1,170,147 | +65.5% | 0.84% | $634.1M | $349.99 |
| 2025 Q3 | REDUCED | 1,786,160 | -2,168,777 | -54.8% | 0.95% | $604.0M | $340.00 |
| 2025 Q2 | ADDED | 3,954,937 | +2,075,289 | +110.4% | 1.47% | $1.40B | $353.00 |
| 2025 Q1 | REDUCED | 1,879,648 | -238,335 | -11.3% | 1.08% | $658.7M | $347.86 |
| 2024 Q4 | REDUCED | 2,117,983 | -78,400 | -3.6% | 1.11% | $667.8M | $313.17 |
| 2024 Q3 | REDUCED | 2,196,383 | -35,378 | -1.6% | 0.94% | $603.9M | $271.93 |
| 2024 Q2 | ADDED | 2,231,761 | +34,583 | +1.6% | 1.02% | $585.8M | $259.07 |
| 2024 Q1 | REDUCED | 2,197,178 | -15,987 | -0.7% | 1.09% | $612.9M | $274.96 |
| 2023 Q4 | ADDED | 2,213,165 | +404,838 | +22.4% | 1.06% | $576.2M | $256.02 |
| 2023 Q3 | ADDED | 1,808,327 | +24,167 | +1.4% | 0.96% | $415.9M | $225.71 |
As of 2025 Q4 — sorted by position size