Creative Planning
V icon

Creative Planning’s Visa V Stock Holding History

Creative 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
2023
Q1 		– Sell
-200
Closed -$12.6K – 2785
2022
Q4 		$12.6K Buy
200
+100
+100% +$20.2K ﹤0.01% 2340
2022
Q3 		$5K Hold
100
– – ﹤0.01% 2260
2022
Q2 		$7K Buy
+100
New +$20.7K ﹤0.01% 2219
2021
Q1 		– Sell
-1,000
Closed -$2K – 2728
2020
Q4 		$2K Sell
1,000
-500
-33% -$102K ﹤0.01% 2311
2020
Q3 		$51K Buy
1,500
+1,000
+200% +$200K ﹤0.01% 1901
2020
Q2 		$47K Hold
500
– – ﹤0.01% 1770
2020
Q1 		$33K Hold
500
– – ﹤0.01% 1676
2019
Q4 		$45K Hold
500
– – ﹤0.01% 1832
2019
Q3 		$38K Hold
500
– – ﹤0.01% 1814
2019
Q2 		$37K Sell
500
-1,100
-69% -$180K ﹤0.01% 1843
2019
Q1 		$31K Sell
1,600
-1,900
-54% -$274K ﹤0.01% 1815
2018
Q4 		$26K Buy
3,500
+600
+21% +$82.9K ﹤0.01% 1772
2018
Q3 		$54K Buy
2,900
+2,400
+480% +$341K ﹤0.01% 1869
2018
Q2 		$19K Hold
500
– – ﹤0.01% 1920
2018
Q1 		$15K Buy
+500
New +$60.6K ﹤0.01% 1911
2017
Q3 		– Sell
-1,000
Closed -$7K – 3639
2017
Q2 		$7K Hold
1,000
– – ﹤0.01% 3846
2017
Q1 		$11K Hold
1,000
– – ﹤0.01% 3543
2016
Q4 		$7K Buy
1,000
+500
+100% +$40.2K ﹤0.01% 3789
2016
Q3 		$7K Hold
500
– – ﹤0.01% 3744
2016
Q2 		$5K Buy
+500
New +$39.1K ﹤0.01% 3668
2016
Q1 		– Sell
-26,200
Closed -$345K – 4547
2015
Q4 		$345K Buy
26,200
+2,200
+9% +$170K ﹤0.01% 927
2015
Q3 		$224K Hold
24,000
– – ﹤0.01% 1134
2015
Q2 		$185K Hold
24,000
– – ﹤0.01% 887
2015
Q1 		$189K Buy
+24,000
New +$1.59M ﹤0.01% 1219

Other funds holding V

BlackRock
BlackRock New York $5.72T 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

Creative Planning's V Position: Q1 2026 in Review

Creative Planning increased its Visa (V) stake by 5.9% in Q1 2026, buying an estimated $14.6M and bringing the position to 811,682 shares worth $245M. The position accounts for 0.17% of the portfolio, ranked #64.

Creative Planning first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $269M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Creative Planning held 811,682 shares of Visa worth $245M as of Q1 2026.
  • Creative Planning bought 45,392 Visa shares in Q1 2026, an estimated $14.6M.
  • Visa made up 0.17% of Creative Planning's portfolio in Q1 2026, its #64 holding.
  • Creative Planning first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Visa position peaked at $269M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.