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 $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

Creative Planning's V Position: Q2 2026 in Review

Creative Planning increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $26.4M and bringing the position to 893,823 shares worth $307M. The position accounts for 0.18% of the portfolio, ranked #62.

Creative Planning first reported a position in V in Q2 2013 and has held it in 53 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Creative Planning held 893,823 shares of Visa worth $307M as of Q2 2026.
  • Creative Planning bought 82,141 Visa shares in Q2 2026, an estimated $26.4M.
  • Visa made up 0.18% of Creative Planning's portfolio in Q2 2026, its #62 holding.
  • Creative Planning first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.