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Peak Planning Group’s Visa V Stock Holding History

Peak Planning Group’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 		$2.2M Buy
6,410
+97
+2% +$31.1K 0.5% 30
2026
Q1 		$1.91M Sell
6,313
-133
-2% -$42.8K 0.53% 33
2025
Q4 		$2.26M Buy
6,446
+4,889
+314% +$1.67M 0.63% 27
2025
Q3 		$532K Sell
1,557
-29
-2% -$10K 0.28% 45
2025
Q2 		$563K Sell
1,586
-4,911
-76% -$1.71M 0.36% 40
2025
Q1 		$2.28M Buy
6,497
+225
+4% +$76.1K 0.96% 21
2024
Q4 		$1.98M Sell
6,272
-116
-2% -$34.9K 0.83% 20
2024
Q3 		$1.76M Sell
6,388
-447
-7% -$121K 0.77% 23
2024
Q2 		$1.79M Buy
6,835
+18
+0.3% +$4.93K 0.88% 21
2024
Q1 		$1.9M Sell
6,817
-340
-5% -$93.9K 1.19% 19
2023
Q4 		$1.86M Sell
7,157
-27
-0.4% -$6.66K 1.34% 17
2023
Q3 		$1.65M Buy
7,184
+17
+0.2% +$4.09K 1.29% 18
2023
Q2 		$1.7M Sell
7,167
-257
-3% -$58.8K 1.26% 18
2023
Q1 		$1.67M Buy
7,424
+310
+4% +$69K 1.36% 20
2022
Q4 		$1.48M Sell
7,114
-94
-1% -$19K 1.3% 21
2022
Q3 		$1.28M Sell
7,208
-261
-3% -$53.1K 1.19% 21
2022
Q2 		$1.47M Buy
+7,469
New +$1.54M 1.24% 19
2021
Q4 		$1.7M Sell
7,841
-81
-1% -$17.4K 1.25% 18
2021
Q3 		$1.76M Buy
+7,922
New +$1.86M 1.52% 16
2021
Q1 		$1.67M Buy
7,879
+345
+5% +$72.6K 1.63% 14
2020
Q4 		$1.65M Buy
7,534
+63
+0.8% +$12.9K 1.87% 12
2020
Q3 		$1.49M Buy
+7,471
New +$1.49M 2.09% 12

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

Peak Planning Group's V Position: Q2 2026 in Review

Peak Planning Group increased its Visa (V) stake by 1.5% in Q2 2026, buying an estimated $31.1K and bringing the position to 6,410 shares worth $2.2M. The position accounts for 0.5% of the portfolio, ranked #30.

Peak Planning Group first reported a position in V in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.28M in Q1 2025. 4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peak Planning Group held 6,410 shares of Visa worth $2.2M as of Q2 2026.
  • Peak Planning Group bought 97 Visa shares in Q2 2026, an estimated $31.1K.
  • Visa made up 0.5% of Peak Planning Group's portfolio in Q2 2026, its #30 holding.
  • Peak Planning Group first reported a position in Visa in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Visa position peaked at $2.28M in Q1 2025.
  • 4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.