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	-1,000	Closed	-$705	–	2786
2022 Q4	$705	Hold	1,000	–	–	﹤0.01%	2450
2022 Q3	$22K	Hold	1,000	–	–	﹤0.01%	2178
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	2220
2022 Q1	$1K	Buy	+1,000	New	+$216K	﹤0.01%	2338
2021 Q2	–	Sell	-2,000	Closed	-$3K	–	2585
2021 Q1	$3K	Buy	+2,000	New	+$421K	﹤0.01%	2541
2019 Q2	–	Sell	-3,000	Closed	-$8K	–	2125
2019 Q1	$8K	Sell	3,000 -1,000	-25%	-$144K	﹤0.01%	1897
2018 Q4	$34K	Hold	4,000	–	–	﹤0.01%	1750
2018 Q3	$13K	Buy	+4,000	New	+$569K	﹤0.01%	1976
2017 Q3	–	Sell	-1,000	Closed	-$1K	–	3640
2017 Q2	$1K	Buy	+1,000	New	+$92.8K	﹤0.01%	4508
2016 Q2	–	Sell	-500	Closed	-$1K	–	4537
2016 Q1	$1K	Buy	+500	New	+$36.3K	﹤0.01%	4184
2015 Q2	–	Sell	-1,000	Closed	-$1K	–	2948
2015 Q1	$1K	Buy	+1,000	New	+$66.1K	﹤0.01%	4079

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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.