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Cornerstone Planning Group’s Visa V Stock Holding History

Cornerstone Planning Group’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 		$437K Buy
1,237
+81
+7% +$26K 0.06% 110
2026
Q1 		$372K Buy
1,156
+28
+2% +$9K 0.05% 114
2025
Q4 		$369K Buy
1,128
+784
+228% +$267K 0.06% 102
2025
Q3 		$4.12K Sell
344
-683
-67% -$236K ﹤0.01% 1006
2025
Q2 		$346K Buy
1,027
+1
+0.1% +$349 0.07% 64
2025
Q1 		$343K Buy
1,026
+522
+104% +$177K 0.08% 61
2024
Q4 		$169K Buy
504
+9
+2% +$2.71K 0.04% 81
2024
Q3 		$140K Buy
495
+39
+9% +$10.5K 0.04% 95
2024
Q2 		$117K Sell
456
-32
-7% -$8.77K 0.03% 122
2024
Q1 		$131K Sell
488
-61
-11% -$16.8K 0.04% 96
2023
Q4 		$143K Buy
549
+2
+0.4% +$493 0.05% 98
2023
Q3 		$126K Sell
547
-61
-10% -$14.7K 0.05% 101
2023
Q2 		$144K Buy
+608
New +$139K 0.06% 106
2022
Q4 		$115K Buy
+522
New +$105K 0.05% 142

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

Cornerstone Planning Group's V Position: Q2 2026 in Review

Cornerstone Planning Group increased its Visa (V) stake by 7% in Q2 2026, buying an estimated $26K and bringing the position to 1,237 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #110.

Cornerstone Planning Group first reported a position in V in Q4 2022 and has held it in 14 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Planning Group held 1,237 shares of Visa worth $437K as of Q2 2026.
  • Cornerstone Planning Group bought 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #110 holding.
  • Cornerstone Planning Group first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.