Keeler & Nadler Financial Planning & Wealth Management’s Visa V Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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	$266K	Sell	775 -1,108	-59%	-$356K	0.08%	75
2026 Q1	$569K	Hold	1,883	–	–	0.19%	51
2025 Q4	$660K	Sell	1,883 -2	-0.1%	-$681	0.23%	47
2025 Q3	$643K	Sell	1,885 -1,077	-36%	-$373K	0.24%	44
2025 Q2	$1.05M	Buy	2,962 +2,189	+283%	+$763K	0.42%	38
2025 Q1	$265K	Hold	773	–	–	0.12%	59
2024 Q4	$244K	Sell	773 -2	-0.3%	-$601	0.11%	59
2024 Q3	$213K	Buy	775 +1	+0.1%	+$270	0.1%	65
2024 Q2	$203K	Buy	774 +1	+0.1%	+$274	0.11%	62
2024 Q1	$216K	Buy	773 +1	+0.1%	+$276	0.13%	58
2023 Q4	$201K	Buy	+772	New	+$190K	0.15%	55

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's V Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Visa (V) stake by 59% in Q2 2026, selling an estimated $356K and leaving 775 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #75.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 775 shares of Visa worth $266K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 1,108 Visa shares in Q2 2026, an estimated $356K.
Visa made up 0.08% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #75 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Visa position peaked at $1.05M in Q2 2025.
2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.