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Peak Retirement Planning’s Visa V Stock Holding History

Peak Retirement 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 		$5.07M Buy
+14,791
New +$4.75M 0.8% 29
2026
Q1 		– Sell
-620
Closed -$217K – 165
2025
Q4 		$217K Buy
+620
New +$211K 0.05% 136

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 Retirement Planning's V Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Visa (V) in Q2 2026: 14,791 shares worth $5.07M. The stake represents 0.8% of the portfolio and ranks #29 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in V as recently as Q4 2025.

Peak Retirement Planning first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peak Retirement Planning held 14,791 shares of Visa worth $5.07M as of Q2 2026.
  • Visa was a new Peak Retirement Planning position in Q2 2026.
  • Visa made up 0.8% of Peak Retirement Planning's portfolio in Q2 2026, its #29 holding.
  • Peak Retirement Planning first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.