CPL
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Capital & Planning LLC’s Visa V Stock Holding History

Capital & Planning LLC’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
Q1 		$12.7M Buy
42,066
+32,076
+321% +$10.3M 7.71% 5
2025
Q4 		$3.5M Sell
9,990
-33,229
-77% -$11.3M 16.22% 3
2025
Q3 		$14.8M Buy
43,219
+594
+1% +$206K 9.11% 4
2025
Q2 		$15.1M Buy
42,625
+157
+0.4% +$54.7K 10.28% 3
2025
Q1 		$14.9M Buy
42,468
+250
+0.6% +$84.6K 11.05% 2
2024
Q4 		$13.3M Buy
+42,218
New +$12.7M 9.76% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Capital & Planning LLC's V Position: Q1 2026 in Review

Capital & Planning LLC increased its Visa (V) stake by 321% in Q1 2026, buying an estimated $10.3M and bringing the position to 42,066 shares worth $12.7M. The position accounts for 7.71% of the portfolio, ranked #5.

Capital & Planning LLC first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Capital & Planning LLC held 42,066 shares of Visa worth $12.7M as of Q1 2026.
  • Capital & Planning LLC bought 32,076 Visa shares in Q1 2026, an estimated $10.3M.
  • Visa made up 7.71% of Capital & Planning LLC's portfolio in Q1 2026, its #5 holding.
  • Capital & Planning LLC first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's Visa position peaked at $15.1M in Q2 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.