Estate Planners Group’s Visa V Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-13	Closed	-$4.56K	–	392
2025 Q4	$4.56K	Buy	+13	New	+$4.43K	﹤0.01%	345

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

Estate Planners Group's V Position: Q1 2026 in Review

Estate Planners Group sold out of Visa (V) in Q1 2026, closing a stake of 13 shares — an estimated $4.56K sold.

Estate Planners Group first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $4.56K in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Estate Planners Group reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 13 Visa shares in Q1 2026, an estimated $4.56K.
Estate Planners Group first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Visa position peaked at $4.56K in Q4 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.