MLFP
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MPS Loria Financial Planners’s Visa V Stock Holding History

MPS Loria Financial Planners’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 		$396K Buy
1,154
+1
+0.1% +$321 0.09% 64
2026
Q1 		$348K Hold
1,153
– – 0.09% 64
2025
Q4 		$404K Buy
1,153
+2
+0.2% +$681 0.1% 57
2025
Q3 		$393K Buy
1,151
+1
+0.1% +$346 0.1% 55
2025
Q2 		$408K Buy
1,150
+2
+0.2% +$697 0.12% 53
2025
Q1 		$402K Buy
1,148
+3
+0.3% +$1.01K 0.12% 51
2024
Q4 		$362K Buy
1,145
+3
+0.3% +$902 0.11% 55
2024
Q3 		$314K Hold
1,142
– – 0.09% 60
2024
Q2 		$300K Hold
1,142
– – 0.1% 62
2024
Q1 		$319K Hold
1,142
– – 0.11% 62
2023
Q4 		$297K Buy
1,142
+6
+0.5% +$1.48K 0.1% 61
2023
Q3 		$261K Hold
1,136
– – 0.1% 64
2023
Q2 		$270K Hold
1,136
– – 0.1% 65
2023
Q1 		$256K Buy
1,136
+20
+2% +$4.45K 0.1% 64
2022
Q4 		$232K Sell
1,116
-23
-2% -$4.64K 0.1% 63
2022
Q3 		$202K Buy
+1,139
New +$232K 0.08% 66
2022
Q2 		– Sell
-996
Closed -$220K – 82
2022
Q1 		$220K Hold
996
– – 0.09% 78
2021
Q4 		$215K Hold
996
– – 0.09% 79
2021
Q3 		$221K Hold
996
– – 0.1% 76
2021
Q2 		$233K Hold
996
– – 0.11% 73
2021
Q1 		$210K Hold
996
– – 0.1% 75
2020
Q4 		$217K Buy
996
+196
+25% +$40.1K 0.1% 74
2020
Q3 		$160K Hold
800
– – 0.08% 74
2020
Q2 		$155K Buy
+800
New +$146K 0.08% 75
2019
Q3 		– Sell
-1,200
Closed -$208K – 72
2019
Q2 		$208K Buy
+1,200
New +$196K 0.13% 69
2017
Q3 		– Sell
-1,200
Closed -$123K – 320
2017
Q2 		$123K Buy
+1,200
New +$111K 0.08% 101

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

MPS Loria Financial Planners's V Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Visa (V) stake by 0.09% in Q2 2026, buying an estimated $321 and bringing the position to 1,154 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #64.

MPS Loria Financial Planners first reported a position in V in Q2 2017 and has held it in 26 quarters since. The position peaked at $408K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MPS Loria Financial Planners held 1,154 shares of Visa worth $396K as of Q2 2026.
  • MPS Loria Financial Planners bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.09% of MPS Loria Financial Planners's portfolio in Q2 2026, its #64 holding.
  • MPS Loria Financial Planners first reported a position in Visa in Q2 2017 and has held it in 26 quarters since.
  • MPS Loria Financial Planners's Visa position peaked at $408K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.