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Mark Sheptoff Financial Planning’s Visa V Stock Holding History

Mark Sheptoff Financial Planning’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 		$2.62M Sell
8,128
-400
-5% -$129K 1.39% 16
2025
Q4 		$2.99M Sell
8,528
-2
-0% -$681 1.43% 18
2025
Q3 		$2.91M Buy
8,530
+20
+0.2% +$6.92K 1.39% 17
2025
Q2 		$3.02M Buy
8,510
+16
+0.2% +$5.58K 1.61% 17
2025
Q1 		$2.98M Hold
8,494
– – 1.64% 14
2024
Q4 		$2.68M Hold
8,494
– – 1.44% 18
2024
Q3 		$2.34M Hold
8,494
– – 1.24% 17
2024
Q2 		$2.23M Hold
8,494
– – 1.25% 15
2024
Q1 		$2.37M Buy
8,494
+10
+0.1% +$2.76K 1.31% 16
2023
Q4 		$2.21M Hold
8,484
– – 1.33% 16
2023
Q3 		$1.95M Sell
8,484
-309
-4% -$74.3K 1.25% 17
2023
Q2 		$2.09M Sell
8,793
-200
-2% -$45.8K 1.19% 20
2023
Q1 		$2.03M Hold
8,993
– – 1.18% 20
2022
Q4 		$1.87M Sell
8,993
-90
-1% -$18.1K 1.1% 20
2022
Q3 		$1.61M Sell
9,083
-641
-7% -$130K 0.98% 21
2022
Q2 		$1.92M Sell
9,724
-400
-4% -$82.7K 1.1% 20
2022
Q1 		$2.25M Sell
10,124
-400
-4% -$86.5K 1.13% 19
2021
Q4 		$2.28M Buy
10,524
+423
+4% +$90.8K 1.09% 18
2021
Q3 		$2.25M Buy
10,101
+100
+1% +$23.4K 1.24% 17
2021
Q2 		$2.34M Hold
10,001
– – 1.25% 17
2021
Q1 		$2.12M Hold
10,001
– – 1.22% 18
2020
Q4 		$2.19M Sell
10,001
-605
-6% -$124K 1.24% 18
2020
Q3 		$2.12M Sell
10,606
-725
-6% -$145K 1.31% 19
2020
Q2 		$2.19M Sell
11,331
-900
-7% -$164K 1.42% 19
2020
Q1 		$1.97M Buy
12,231
+75
+0.6% +$14.1K 1.49% 19
2019
Q4 		$2.28M Sell
12,156
-100
-0.8% -$18K 1.44% 21
2019
Q3 		$2.11M Buy
12,256
+386
+3% +$68.8K 1.42% 20
2019
Q2 		$2.06M Buy
11,870
+350
+3% +$57.3K 1.41% 18
2019
Q1 		$1.8M Buy
11,520
+40
+0.3% +$5.76K 1.3% 19
2018
Q4 		$1.51M Buy
11,480
+100
+0.9% +$13.8K 1.26% 20
2018
Q3 		$1.71M Buy
11,380
+500
+5% +$71.1K 1.17% 22
2018
Q2 		$1.44M Buy
10,880
+900
+9% +$116K 1.07% 21
2018
Q1 		$1.19M Buy
9,980
+980
+11% +$119K 0.83% 34
2017
Q4 		$1.03M Buy
9,000
+700
+8% +$77.3K 0.67% 43
2017
Q3 		$873K Buy
8,300
+1,850
+29% +$188K 0.59% 48
2017
Q2 		$605K Buy
6,450
+99
+2% +$9.19K 0.42% 61
2017
Q1 		$564K Buy
6,351
+1,101
+21% +$94.7K 0.4% 63
2016
Q4 		$410K Sell
5,250
-400
-7% -$32.2K 0.3% 72
2016
Q3 		$467K Sell
5,650
-100
-2% -$8.01K 0.35% 63
2016
Q2 		$426K Buy
5,750
+2,100
+58% +$164K 0.32% 62
2016
Q1 		$279K Buy
3,650
+2,850
+356% +$207K 0.23% 76
2015
Q4 		$62K Hold
800
– – 0.05% 153
2015
Q3 		$56K Sell
800
-11
-1% -$785 0.05% 151
2015
Q2 		$54K Buy
811
+11
+1% +$745 0.04% 166
2015
Q1 		$52K Buy
800
+400
+100% +$26.4K 0.04% 166
2014
Q4 		$26K Sell
400
-3,200
-89% -$193K 0.02% 200
2014
Q3 		$192K Hold
3,600
– – 0.17% 104
2014
Q2 		$190K Hold
3,600
– – 0.16% 101
2014
Q1 		$194K Buy
+3,600
New +$200K 0.17% 101

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

Mark Sheptoff Financial Planning's V Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Visa (V) stake by 4.7% in Q1 2026, selling an estimated $129K and leaving 8,128 shares worth $2.62M. The position accounts for 1.39% of the portfolio, ranked #16.

Mark Sheptoff Financial Planning first reported a position in V in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.02M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Mark Sheptoff Financial Planning held 8,128 shares of Visa worth $2.62M as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 400 Visa shares in Q1 2026, an estimated $129K.
  • Visa made up 1.39% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #16 holding.
  • Mark Sheptoff Financial Planning first reported a position in Visa in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Visa position peaked at $3.02M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.