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Comprehensive Financial Planning’s Visa V Stock Holding History

Comprehensive Financial 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 		$245K Buy
713
+1
+0.1% +$321 0.13% 112
2026
Q1 		$215K Hold
712
– – 0.15% 98
2025
Q4 		$250K Buy
712
+100
+16% +$34.1K 0.17% 97
2025
Q3 		$209K Hold
612
– – 0.14% 97
2025
Q2 		$217K Hold
612
– – 0.17% 94
2025
Q1 		$214K Hold
612
– – 0.21% 78
2024
Q4 		$193K Buy
+612
New +$184K 0.16% 86

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's V Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Visa (V) stake by 0.14% in Q2 2026, buying an estimated $321 and bringing the position to 713 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #112.

Comprehensive Financial Planning first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 4,593 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Comprehensive Financial Planning held 713 shares of Visa worth $245K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.13% of Comprehensive Financial Planning's portfolio in Q2 2026, its #112 holding.
  • Comprehensive Financial Planning first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Visa position peaked at $250K in Q4 2025.
  • 4,593 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.