CP
V icon

Capital Planning’s Visa V Stock Holding History

Capital 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
Q1 		– Sell
-787
Closed -$273K – 88
2025
Q4 		$273K Hold
787
– – 0.08% 76
2025
Q3 		$269K Hold
787
– – 0.08% 74
2025
Q2 		$279K Sell
787
-400
-34% -$139K 0.09% 62
2025
Q1 		$416K Buy
1,187
+238
+25% +$80.5K 0.12% 65
2024
Q4 		$300K Buy
949
+166
+21% +$49.9K 0.08% 77
2024
Q3 		$215K Buy
+783
New +$212K 0.06% 83

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's V Position: Q1 2026 in Review

Capital Planning sold out of Visa (V) in Q1 2026, closing a stake of 787 shares — an estimated $273K sold.

Capital Planning first reported a position in V in Q3 2024 and held it in 6 quarters. The position peaked at $416K in Q1 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Capital Planning reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Capital Planning sold 787 Visa shares in Q1 2026, an estimated $273K.
  • Capital Planning first reported a position in Visa in Q3 2024 and held it in 6 quarters.
  • Capital Planning's Visa position peaked at $416K in Q1 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Capital Planning's 13F filing for Q1 2026, filed 30 Apr 2026.