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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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.