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PDS Planning’s Visa V Stock Holding History

PDS 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 		$3.71M Buy
12,279
+109
+0.9% +$35K 0.24% 55
2025
Q4 		$4.27M Buy
12,170
+174
+1% +$59.3K 0.29% 49
2025
Q3 		$4.1M Sell
11,996
-37
-0.3% -$12.8K 0.28% 50
2025
Q2 		$4.27M Buy
12,033
+1,897
+19% +$661K 0.32% 49
2025
Q1 		$3.55M Buy
10,136
+680
+7% +$230K 0.3% 49
2024
Q4 		$2.99M Buy
9,456
+274
+3% +$82.4K 0.27% 51
2024
Q3 		$2.52M Buy
9,182
+50
+0.5% +$13.5K 0.23% 57
2024
Q2 		$2.4M Buy
9,132
+426
+5% +$117K 0.24% 52
2024
Q1 		$2.43M Buy
8,706
+270
+3% +$74.5K 0.26% 50
2023
Q4 		$2.2M Buy
8,436
+571
+7% +$141K 0.25% 52
2023
Q3 		$1.81M Buy
7,865
+140
+2% +$33.7K 0.23% 53
2023
Q2 		$1.83M Buy
7,725
+779
+11% +$178K 0.23% 54
2023
Q1 		$1.57M Buy
6,946
+2,025
+41% +$451K 0.22% 56
2022
Q4 		$1.02M Buy
4,921
+241
+5% +$48.6K 0.16% 60
2022
Q3 		$831K Sell
4,680
-371
-7% -$75.5K 0.15% 59
2022
Q2 		$995K Buy
5,051
+481
+11% +$99.4K 0.18% 59
2022
Q1 		$1.01M Buy
4,570
+322
+8% +$69.6K 0.18% 56
2021
Q4 		$921K Buy
4,248
+722
+20% +$155K 0.18% 58
2021
Q3 		$785K Buy
3,526
+82
+2% +$19.2K 0.18% 62
2021
Q2 		$805K Buy
3,444
+464
+16% +$106K 0.2% 58
2021
Q1 		$631K Buy
2,980
+323
+12% +$68K 0.18% 63
2020
Q4 		$581K Buy
2,657
+204
+8% +$41.7K 0.2% 64
2020
Q3 		$491K Sell
2,453
-162
-6% -$32.4K 0.2% 68
2020
Q2 		$505K Buy
2,615
+661
+34% +$121K 0.23% 61
2020
Q1 		$315K Sell
1,954
-392
-17% -$73.8K 0.2% 70
2019
Q4 		$441K Buy
2,346
+903
+63% +$163K 0.28% 60
2019
Q3 		$248K Buy
1,443
+66
+5% +$11.8K 0.17% 78
2019
Q2 		$239K Buy
+1,377
New +$225K 0.18% 73

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

PDS Planning's V Position: Q1 2026 in Review

PDS Planning increased its Visa (V) stake by 0.9% in Q1 2026, buying an estimated $35K and bringing the position to 12,279 shares worth $3.71M. The position accounts for 0.24% of the portfolio, ranked #55.

PDS Planning first reported a position in V in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.27M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • PDS Planning held 12,279 shares of Visa worth $3.71M as of Q1 2026.
  • PDS Planning bought 109 Visa shares in Q1 2026, an estimated $35K.
  • Visa made up 0.24% of PDS Planning's portfolio in Q1 2026, its #55 holding.
  • PDS Planning first reported a position in Visa in Q2 2019 and has held it in 28 quarters since.
  • PDS Planning's Visa position peaked at $4.27M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.