Divergent Planning’s Visa V Stock Holding History

Divergent 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
2025 Q4	$556K	Hold	1,604	–	–	0.14%	22
2025 Q3	$561K	Hold	1,604	–	–	0.15%	21
2025 Q2	$570K	Sell	1,604 -62	-4%	-$21.6K	0.17%	20
2025 Q1	$577K	Hold	1,666	–	–	0.19%	17
2024 Q4	$513K	Hold	1,666	–	–	0.18%	18
2024 Q3	$463K	Hold	1,666	–	–	0.17%	18
2024 Q2	$448K	Hold	1,666	–	–	0.18%	18
2024 Q1	$464K	Buy	1,666 +375	+29%	+$104K	0.2%	15
2023 Q4	$334K	Hold	1,291	–	–	0.16%	16
2023 Q3	$303K	Hold	1,291	–	–	0.16%	14
2023 Q2	$307K	Hold	1,291	–	–	0.16%	17
2023 Q1	$291K	Sell	1,291 -34	-3%	-$7.57K	0.16%	20
2022 Q4	$275K	Hold	1,325	–	–	0.17%	17
2022 Q3	$235K	Hold	1,325	–	–	0.17%	22
2022 Q2	$261K	Hold	1,325	–	–	0.19%	16
2022 Q1	$300K	Hold	1,325	–	–	0.19%	17
2021 Q4	$295K	Hold	1,325	–	–	0.22%	16
2021 Q3	$297K	Hold	1,325	–	–	0.24%	13
2021 Q2	$329K	Hold	1,325	–	–	0.27%	13
2021 Q1	$300K	Hold	1,325	–	–	0.26%	11
2020 Q4	$290K	Buy	+1,325	New	+$271K	0.28%	12

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Divergent Planning's V Position: Q4 2025 in Review

Divergent Planning held its Visa (V) position steady in Q4 2025 at 1,604 shares worth $556K. The position accounts for 0.14% of the portfolio, ranked #22.

Divergent Planning first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $577K in Q1 2025. 4,604 funds tracked by Wall St. Rank hold V as of Q4 2025.

Divergent Planning held 1,604 shares of Visa worth $556K as of Q4 2025.
Divergent Planning left its Visa share count unchanged in Q4 2025.
Visa made up 0.14% of Divergent Planning's portfolio in Q4 2025, its #22 holding.
Divergent Planning first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
Divergent Planning's Visa position peaked at $577K in Q1 2025.
4,604 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.