HHRDM
V icon

H&H Retirement Design & Management’s Visa V Stock Holding History

H&H Retirement Design & Management’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 		$369K Hold
1,000
– – 0.17% 73
2026
Q1 		$328K Buy
+1,000
New +$322K 0.15% 76

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

H&H Retirement Design & Management's V Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Visa (V) stake by 8.1% in Q2 2026, selling an estimated $73.2K and leaving 2,579 shares worth $951K. The position accounts for 0.43% of the portfolio, ranked #44.

H&H Retirement Design & Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • H&H Retirement Design & Management held 2,579 shares of Visa worth $951K as of Q2 2026.
  • H&H Retirement Design & Management sold 228 Visa shares in Q2 2026, an estimated $73.2K.
  • Visa made up 0.43% of H&H Retirement Design & Management's portfolio in Q2 2026, its #44 holding.
  • H&H Retirement Design & Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.