CPG
V icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return