DRS
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Deane Retirement Strategies’s Visa V Stock Holding History

Deane Retirement Strategies’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 		$5.39M Buy
+15,716
New +$5.05M 2.28% 16
2024
Q4 		– Sell
-8,559
Closed -$2.35M – 84
2024
Q3 		$2.35M Buy
8,559
+57
+0.7% +$15.4K 1.15% 36
2024
Q2 		$2.23M Sell
8,502
-210
-2% -$57.6K 1.14% 44
2024
Q1 		$2.43M Buy
8,712
+95
+1% +$26.2K 1.23% 38
2023
Q4 		$2.24M Sell
8,617
-11
-0.1% -$2.71K 1.22% 26
2023
Q3 		$1.99M Buy
8,628
+9
+0.1% +$2.16K 1.11% 26
2023
Q2 		$2.05M Buy
8,619
+110
+1% +$25.2K 1.12% 24
2023
Q1 		$1.92M Buy
8,509
+51
+0.6% +$11.4K 1.06% 31
2022
Q4 		$1.76M Buy
+8,458
New +$1.71M 0.98% 34
2021
Q4 		– Sell
-12,410
Closed -$2.76M – 69
2021
Q3 		$2.76M Sell
12,410
-5,542
-31% -$1.3M 1.55% 26
2021
Q2 		$4.2M Buy
17,952
+264
+1% +$60.4K 2.31% 13
2021
Q1 		$3.83M Buy
17,688
+9,955
+129% +$2.1M 2.06% 15
2020
Q4 		$1.69M Buy
+7,733
New +$1.58M 1.03% 34
2020
Q1 		– Sell
-9,625
Closed -$1.81M – 74
2019
Q4 		$1.81M Buy
+9,625
New +$1.73M 1.24% 26
2016
Q3 		– Sell
-18,806
Closed -$1.4M – 57
2016
Q2 		$1.4M Sell
18,806
-609
-3% -$47.7K 1.28% 21
2016
Q1 		$1.49M Sell
19,415
-1,630
-8% -$118K 1.39% 21
2015
Q4 		$1.63M Buy
+21,045
New +$1.63M 1.66% 12

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

Deane Retirement Strategies's V Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Visa (V) in Q2 2026: 15,716 shares worth $5.39M. The stake represents 2.28% of the portfolio and ranks #16 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in V as recently as Q3 2024.

Deane Retirement Strategies first reported a position in V in Q4 2015 and has held it in 17 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Deane Retirement Strategies held 15,716 shares of Visa worth $5.39M as of Q2 2026.
  • Visa was a new Deane Retirement Strategies position in Q2 2026.
  • Visa made up 2.28% of Deane Retirement Strategies's portfolio in Q2 2026, its #16 holding.
  • Deane Retirement Strategies first reported a position in Visa in Q4 2015 and has held it in 17 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.