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Bernardo Wealth Planning’s Visa V Stock Holding History

Bernardo Wealth Planning’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 		$406K Buy
1,182
+489
+71% +$157K 0.07% 90
2026
Q1 		$209K Sell
693
-1
-0.1% -$322 0.04% 123
2025
Q4 		$243K Buy
694
+14
+2% +$4.77K 0.05% 112
2025
Q3 		$232K Buy
680
+42
+7% +$14.5K 0.05% 112
2025
Q2 		$227K Buy
638
+33
+5% +$11.5K 0.05% 113
2025
Q1 		$212K Buy
+605
New +$205K 0.05% 109
2021
Q1 		– Sell
-5,264
Closed -$1.15M – 147
2020
Q4 		$1.15M Sell
5,264
-36
-0.7% -$7.37K 0.44% 41
2020
Q3 		$1.06M Buy
5,300
+1,678
+46% +$335K 0.48% 39
2020
Q2 		$699K Buy
3,622
+81
+2% +$14.8K 0.38% 53
2020
Q1 		$570K Buy
3,541
+88
+3% +$16.6K 0.4% 62
2019
Q4 		$648K Sell
3,453
-25
-0.7% -$4.5K 0.39% 58
2019
Q3 		$598K Sell
3,478
-126
-3% -$22.4K 0.43% 52
2019
Q2 		$625K Hold
3,604
– – 0.49% 51
2019
Q1 		$563K Buy
3,604
+181
+5% +$26.1K 0.45% 56
2018
Q4 		$452K Buy
+3,423
New +$473K 0.4% 59

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

Bernardo Wealth Planning's V Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Visa (V) stake by 71% in Q2 2026, buying an estimated $157K and bringing the position to 1,182 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #90.

Bernardo Wealth Planning first reported a position in V in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.15M in Q4 2020. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bernardo Wealth Planning held 1,182 shares of Visa worth $406K as of Q2 2026.
  • Bernardo Wealth Planning bought 489 Visa shares in Q2 2026, an estimated $157K.
  • Visa made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #90 holding.
  • Bernardo Wealth Planning first reported a position in Visa in Q4 2018 and has held it in 15 quarters since.
  • Bernardo Wealth Planning's Visa position peaked at $1.15M in Q4 2020.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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