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Avantax Planning Partners’s Visa V Stock Holding History

Avantax Planning Partners’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 		$4.32M Buy
12,585
+108
+0.9% +$34.7K 0.11% 102
2026
Q1 		$3.77M Buy
12,477
+568
+5% +$183K 0.1% 107
2025
Q4 		$4.18M Buy
11,909
+632
+6% +$215K 0.12% 95
2025
Q3 		$3.85M Buy
11,277
+1,085
+11% +$376K 0.11% 98
2025
Q2 		$3.62M Buy
10,192
+616
+6% +$215K 0.11% 102
2025
Q1 		$3.36M Buy
9,576
+781
+9% +$264K 0.12% 100
2024
Q4 		$2.78M Buy
8,795
+984
+13% +$296K 0.1% 111
2024
Q3 		$2.15M Sell
7,811
-4,449
-36% -$1.2M 0.08% 125
2024
Q2 		$3.22M Sell
12,260
-1,068
-8% -$293K 0.1% 109
2024
Q1 		$3.72M Buy
13,328
+1,216
+10% +$336K 0.12% 104
2023
Q4 		$3.15M Buy
12,112
+851
+8% +$210K 0.12% 85
2023
Q3 		$2.59M Buy
11,261
+296
+3% +$71.2K 0.11% 94
2023
Q2 		$2.6M Sell
10,965
-45
-0.4% -$10.3K 0.1% 91
2023
Q1 		$2.48M Sell
11,010
-2,420
-18% -$539K 0.1% 93
2022
Q4 		$2.79M Buy
13,430
+810
+6% +$163K 0.11% 87
2022
Q3 		$2.24M Buy
12,620
+2,231
+21% +$454K 0.1% 91
2022
Q2 		$2.04M Buy
10,389
+1,567
+18% +$324K 0.09% 98
2022
Q1 		$1.96M Buy
8,822
+181
+2% +$39.1K 0.08% 106
2021
Q4 		$1.87M Buy
8,641
+335
+4% +$71.9K 0.08% 107
2021
Q3 		$1.85M Buy
8,306
+27
+0.3% +$6.33K 0.09% 94
2021
Q2 		$1.94M Sell
8,279
-183
-2% -$41.8K 0.09% 88
2021
Q1 		$1.79M Sell
8,462
-2,292
-21% -$482K 0.09% 91
2020
Q4 		$2.35M Sell
10,754
-13,020
-55% -$2.66M 0.12% 69
2020
Q3 		$4.75M Sell
23,774
-2,489
-9% -$497K 0.25% 35
2020
Q2 		$5.07M Buy
26,263
+2,835
+12% +$518K 0.29% 31
2020
Q1 		$3.77M Buy
23,428
+1,262
+6% +$238K 0.26% 33
2019
Q4 		$4.17M Buy
22,166
+285
+1% +$51.3K 0.25% 34
2019
Q3 		$3.76M Buy
21,881
+432
+2% +$76.9K 0.23% 37
2019
Q2 		$3.78M Buy
21,449
+840
+4% +$138K 0.24% 35
2019
Q1 		$3.22M Buy
20,609
+1,345
+7% +$194K 0.22% 40
2018
Q4 		$2.54M Sell
19,264
-822
-4% -$114K 0.19% 53
2018
Q3 		$3.02M Sell
20,086
-422
-2% -$60K 0.24% 32
2018
Q2 		$2.72M Sell
20,508
-347
-2% -$44.7K 0.24% 34
2018
Q1 		$2.5M Buy
20,855
+75
+0.4% +$9.09K 0.21% 44
2017
Q4 		$2.37M Sell
20,780
-3,033
-13% -$335K 0.22% 45
2017
Q3 		$2.51M Buy
23,813
+2,151
+10% +$218K 0.2% 51
2017
Q2 		$2.03M Buy
21,662
+3,029
+16% +$281K 0.17% 62
2017
Q1 		$1.66M Buy
18,633
+549
+3% +$47.2K 0.15% 61
2016
Q4 		$1.41M Buy
+18,084
New +$1.45M 0.15% 66

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avantax Planning Partners's V Position: Q2 2026 in Review

Avantax Planning Partners increased its Visa (V) stake by 0.87% in Q2 2026, buying an estimated $34.7K and bringing the position to 12,585 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #102.

Avantax Planning Partners first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.07M in Q2 2020. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avantax Planning Partners held 12,585 shares of Visa worth $4.32M as of Q2 2026.
  • Avantax Planning Partners bought 108 Visa shares in Q2 2026, an estimated $34.7K.
  • Visa made up 0.11% of Avantax Planning Partners's portfolio in Q2 2026, its #102 holding.
  • Avantax Planning Partners first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Visa position peaked at $5.07M in Q2 2020.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.