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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
Q2 		$1.36M Buy
3,952
+179
+5% +$57.5K 0.21% 107
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
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

Holistic Planning's V Position: Q2 2026 in Review

Holistic Planning increased its Visa (V) stake by 4.7% in Q2 2026, buying an estimated $57.5K and bringing the position to 3,952 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #107.

Holistic Planning first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Holistic Planning held 3,952 shares of Visa worth $1.36M as of Q2 2026.
  • Holistic Planning bought 179 Visa shares in Q2 2026, an estimated $57.5K.
  • Visa made up 0.21% of Holistic Planning's portfolio in Q2 2026, its #107 holding.
  • Holistic Planning first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.