IPA
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Investment Planning Advisors’s Visa V Stock Holding History

Investment Planning Advisors’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 		$470K Buy
1,371
+697
+103% +$224K 0.11% 73
2026
Q1 		$204K Buy
+674
New +$217K 0.06% 105

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

Investment Planning Advisors's V Position: Q2 2026 in Review

Investment Planning Advisors increased its Visa (V) stake by 103% in Q2 2026, buying an estimated $224K and bringing the position to 1,371 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #73.

Investment Planning Advisors first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Planning Advisors held 1,371 shares of Visa worth $470K as of Q2 2026.
  • Investment Planning Advisors bought 697 Visa shares in Q2 2026, an estimated $224K.
  • Visa made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #73 holding.
  • Investment Planning Advisors first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.