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Cornerstone Planning’s Visa V Stock Holding History

Cornerstone 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 		$3.59M Buy
10,452
+173
+2% +$55.5K 0.83% 40
2026
Q1 		$3.11M Sell
10,279
-403
-4% -$130K 0.7% 51
2025
Q4 		$3.69M Buy
+10,682
New +$3.64M 0.86% 39
2024
Q4 		$2.47M Buy
+7,824
New +$2.35M 0.94% 25

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's V Position: Q2 2026 in Review

Cornerstone Planning increased its Visa (V) stake by 1.7% in Q2 2026, buying an estimated $55.5K and bringing the position to 10,452 shares worth $3.59M. The position accounts for 0.83% of the portfolio, ranked #40.

Cornerstone Planning first reported a position in V in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.69M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Planning held 10,452 shares of Visa worth $3.59M as of Q2 2026.
  • Cornerstone Planning bought 173 Visa shares in Q2 2026, an estimated $55.5K.
  • Visa made up 0.83% of Cornerstone Planning's portfolio in Q2 2026, its #40 holding.
  • Cornerstone Planning first reported a position in Visa in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Visa position peaked at $3.69M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.