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Lutz Financial Services’s Visa V Stock Holding History

Lutz Financial Services’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 		$218K Buy
+634
New +$204K 0.01% 109
2026
Q1 		– Sell
-660
Closed -$231K – 102
2025
Q4 		$231K Sell
660
-90
-12% -$30.7K 0.02% 97
2025
Q3 		$256K Sell
750
-4
-0.5% -$1.38K 0.02% 89
2025
Q2 		$268K Buy
754
+24
+3% +$8.37K 0.02% 88
2025
Q1 		$256K Buy
730
+20
+3% +$6.77K 0.02% 85
2024
Q4 		$224K Buy
+710
New +$213K 0.02% 89

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

Lutz Financial Services's V Position: Q2 2026 in Review

Lutz Financial Services opened a new position in Visa (V) in Q2 2026: 634 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings. This is a return to the name: Lutz Financial Services previously reported a position in V as recently as Q4 2025.

Lutz Financial Services first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $268K in Q2 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lutz Financial Services held 634 shares of Visa worth $218K as of Q2 2026.
  • Visa was a new Lutz Financial Services position in Q2 2026.
  • Visa made up 0.01% of Lutz Financial Services's portfolio in Q2 2026, its #109 holding.
  • Lutz Financial Services first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Lutz Financial Services's Visa position peaked at $268K in Q2 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.