Essential Planning’s Visa V Stock Holding History

Essential 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 Q1	–	Sell	-6,670	Closed	-$2M	–	284
2024 Q4	$2M	Buy	+6,670	New	+$2.01M	0.01%	195

Other funds holding V

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Essential Planning's V Position: Q1 2025 in Review

Essential Planning sold out of Visa (V) in Q1 2025, closing a stake of 6,670 shares — an estimated $2M sold.

Essential Planning first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $2M in Q4 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

Essential Planning reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 6,670 Visa shares in Q1 2025, an estimated $2M.
Essential Planning first reported a position in Visa in Q4 2024 and held it in 1 quarter.
Essential Planning's Visa position peaked at $2M in Q4 2024.
4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.