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Next Level Wealth Planning’s Visa V Stock Holding History

Next Level Wealth 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
Q2 		$423K Sell
1,234
-20
-2% -$6.42K 0.19% 46
2026
Q1 		$379K Buy
1,254
+144
+13% +$46.3K 0.19% 43
2025
Q4 		$389K Sell
1,110
-12
-1% -$4.09K 0.21% 37
2025
Q3 		$383K Sell
1,122
-31
-3% -$10.7K 0.22% 35
2025
Q2 		$409K Buy
1,153
+10
+0.9% +$3.49K 0.26% 34
2025
Q1 		$401K Sell
1,143
-58
-5% -$19.6K 0.3% 31
2024
Q4 		$380K Buy
+1,201
New +$361K 0.3% 28

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

Next Level Wealth Planning's V Position: Q2 2026 in Review

Next Level Wealth Planning reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $6.42K and leaving 1,234 shares worth $423K. The position accounts for 0.19% of the portfolio, ranked #46.

Next Level Wealth Planning first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Next Level Wealth Planning held 1,234 shares of Visa worth $423K as of Q2 2026.
  • Next Level Wealth Planning sold 20 Visa shares in Q2 2026, an estimated $6.42K.
  • Visa made up 0.19% of Next Level Wealth Planning's portfolio in Q2 2026, its #46 holding.
  • Next Level Wealth Planning first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.