HAP
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Harbor Asset Planning’s Visa V Stock Holding History

Harbor Asset 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
2026
Q2 		$27.9K Hold
81
– – 0.02% 281
2026
Q1 		$24.5K Hold
81
– – 0.02% 281
2025
Q4 		$28.5K Hold
81
– – 0.02% 263
2025
Q3 		$27.7K Hold
81
– – 0.02% 251
2025
Q2 		$28.8K Buy
+81
New +$28.2K 0.03% 236

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

Harbor Asset Planning's V Position: Q2 2026 in Review

Harbor Asset Planning held its Visa (V) position steady in Q2 2026 at 81 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #281.

Harbor Asset Planning first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.8K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harbor Asset Planning held 81 shares of Visa worth $27.9K as of Q2 2026.
  • Harbor Asset Planning left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #281 holding.
  • Harbor Asset Planning first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Visa position peaked at $28.8K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.