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Intrepid Financial Planning Group’s Visa V Stock Holding History

Intrepid Financial Planning Group’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 		$3.02M Sell
9,989
-110
-1% -$35.4K 1.22% 20
2025
Q4 		$3.54M Sell
10,099
-8
-0.1% -$2.73K 1.35% 20
2025
Q3 		$3.45M Sell
10,107
-197
-2% -$68.2K 1.32% 20
2025
Q2 		$3.66M Sell
10,304
-814
-7% -$284K 1.54% 17
2025
Q1 		$3.9M Sell
11,118
-468
-4% -$158K 1.8% 15
2024
Q4 		$3.66M Sell
11,586
-165
-1% -$49.6K 1.55% 16
2024
Q3 		$3.23M Sell
11,751
-451
-4% -$122K 1.38% 16
2024
Q2 		$3.2M Sell
12,202
-157
-1% -$43K 1.37% 19
2024
Q1 		$3.45M Sell
12,359
-85
-0.7% -$23.5K 1.49% 16
2023
Q4 		$3.24M Sell
12,444
-265
-2% -$65.3K 1.55% 16
2023
Q3 		$2.92M Sell
12,709
-460
-3% -$111K 1.51% 17
2023
Q2 		$3.13M Sell
13,169
-168
-1% -$38.5K 1.5% 17
2023
Q1 		$3.01M Sell
13,337
-95
-0.7% -$21.1K 1.52% 16
2022
Q4 		$2.79M Sell
13,432
-55
-0.4% -$11.1K 1.52% 17
2022
Q3 		$2.4M Buy
13,487
+30
+0.2% +$6.11K 1.36% 20
2022
Q2 		$2.65M Buy
+13,457
New +$2.78M 1.46% 18

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Intrepid Financial Planning Group's V Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Visa (V) stake by 1.1% in Q1 2026, selling an estimated $35.4K and leaving 9,989 shares worth $3.02M. The position accounts for 1.22% of the portfolio, ranked #20.

Intrepid Financial Planning Group first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.9M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Intrepid Financial Planning Group held 9,989 shares of Visa worth $3.02M as of Q1 2026.
  • Intrepid Financial Planning Group sold 110 Visa shares in Q1 2026, an estimated $35.4K.
  • Visa made up 1.22% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #20 holding.
  • Intrepid Financial Planning Group first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's Visa position peaked at $3.9M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.