Holistic Planning’s Visa V Stock Holding History

Holistic 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 Q1	$1.14M	Buy	3,773 +393	+12%	+$126K	0.23%	94
2025 Q4	$1.19M	Sell	3,380 -2	-0.1%	-$681	0.25%	85
2025 Q3	$1.15M	Buy	3,382 +59	+2%	+$20.4K	0.3%	64
2025 Q2	$1.18M	Buy	3,323 +726	+28%	+$253K	0.34%	58
2025 Q1	$910K	Sell	2,597 -12	-0.5%	-$4.06K	0.31%	67
2024 Q4	$825K	Buy	2,609 +74	+3%	+$22.3K	0.3%	66
2024 Q3	$697K	Buy	2,535 +603	+31%	+$163K	0.29%	68
2024 Q2	$539K	Hold	1,932	–	–	0.41%	62
2024 Q1	$539K	Buy	1,932 +1	+0.1%	+$276	0.41%	62
2023 Q4	$503K	Buy	+1,931	New	+$476K	0.42%	58

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

Holistic Planning's V Position: Q1 2026 in Review

Holistic Planning increased its Visa (V) stake by 12% in Q1 2026, buying an estimated $126K and bringing the position to 3,773 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #94.

Holistic Planning first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Holistic Planning held 3,773 shares of Visa worth $1.14M as of Q1 2026.
Holistic Planning bought 393 Visa shares in Q1 2026, an estimated $126K.
Visa made up 0.23% of Holistic Planning's portfolio in Q1 2026, its #94 holding.
Holistic Planning first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Visa position peaked at $1.19M in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.