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Asset Planning Inc’s Visa V Stock Holding History

Asset Planning Inc’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 		$291K Buy
849
+1
+0.1% +$321 0.19% 70
2026
Q1 		$256K Buy
848
+1
+0.1% +$322 0.18% 72
2025
Q4 		$297K Sell
847
-17
-2% -$5.79K 0.21% 67
2025
Q3 		$295K Buy
864
+1
+0.1% +$346 0.21% 68
2025
Q2 		$307K Hold
863
– – 0.23% 68
2025
Q1 		$302K Buy
863
+1
+0.1% +$338 0.24% 62
2024
Q4 		$272K Buy
+862
New +$259K 0.21% 69

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

Asset Planning Inc's V Position: Q2 2026 in Review

Asset Planning Inc increased its Visa (V) stake by 0.12% in Q2 2026, buying an estimated $321 and bringing the position to 849 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #70.

Asset Planning Inc first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Asset Planning Inc held 849 shares of Visa worth $291K as of Q2 2026.
  • Asset Planning Inc bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.19% of Asset Planning Inc's portfolio in Q2 2026, its #70 holding.
  • Asset Planning Inc first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Visa position peaked at $307K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.