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Hoxton Planning & Management’s Visa V Stock Holding History

Hoxton Planning & 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 		$654K Buy
1,905
+35
+2% +$11.2K 0.17% 102
2026
Q1 		$565K Buy
1,870
+51
+3% +$16.4K 0.17% 102
2025
Q4 		$638K Sell
1,819
-3
-0.2% -$1.02K 0.19% 88
2025
Q3 		$622K Sell
1,822
-29
-2% -$10K 0.2% 91
2025
Q2 		$657K Sell
1,851
-10
-0.5% -$3.49K 0.23% 83
2025
Q1 		$652K Buy
1,861
+98
+6% +$33.2K 0.25% 80
2024
Q4 		$557K Buy
1,763
+20
+1% +$6.01K 0.21% 89
2024
Q3 		$479K Buy
1,743
+14
+0.8% +$3.79K 0.19% 102
2024
Q2 		$454K Buy
1,729
+62
+4% +$17K 0.21% 88
2024
Q1 		$465K Buy
1,667
+66
+4% +$18.2K 0.22% 87
2023
Q4 		$417K Buy
1,601
+71
+5% +$17.5K 0.22% 86
2023
Q3 		$352K Sell
1,530
-89
-5% -$21.4K 0.23% 87
2023
Q2 		$384K Sell
1,619
-67
-4% -$15.3K 0.24% 86
2023
Q1 		$380K Buy
1,686
+9
+0.5% +$2K 0.21% 98
2022
Q4 		$348K Buy
+1,677
New +$338K 0.19% 106

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

Hoxton Planning & Management's V Position: Q2 2026 in Review

Hoxton Planning & Management increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,905 shares worth $654K. The position accounts for 0.17% of the portfolio, ranked #102.

Hoxton Planning & Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $657K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hoxton Planning & Management held 1,905 shares of Visa worth $654K as of Q2 2026.
  • Hoxton Planning & Management bought 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 0.17% of Hoxton Planning & Management's portfolio in Q2 2026, its #102 holding.
  • Hoxton Planning & Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Visa position peaked at $657K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.