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Phillips Wealth Planners’s Visa V Stock Holding History

Phillips Wealth 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 		$1.17M Sell
3,311
-292
-8% -$93.7K 0.86% 29
2026
Q1 		$1.17M Sell
3,603
-849
-19% -$273K 0.88% 30
2025
Q4 		$1.45M Buy
4,452
+256
+6% +$87.2K 1.16% 17
2025
Q3 		$1.47M Buy
4,196
+335
+9% +$116K 1.22% 12
2025
Q2 		$1.37M Buy
3,861
+191
+5% +$66.6K 1.24% 11
2025
Q1 		$1.22M Buy
3,670
+19
+0.5% +$6.43K 1.29% 13
2024
Q4 		$1.12M Buy
3,651
+7
+0.2% +$2.1K 1.12% 20
2024
Q3 		$1.05M Buy
3,644
+239
+7% +$64.6K 1% 20
2024
Q2 		$896K Buy
3,405
+119
+4% +$32.6K 0.94% 26
2024
Q1 		$892K Buy
3,286
+194
+6% +$53.6K 1.03% 20
2023
Q4 		$829K Sell
3,092
-150
-5% -$37K 1% 24
2023
Q3 		$758K Buy
3,242
+213
+7% +$51.2K 1.03% 25
2023
Q2 		$719K Buy
3,029
+154
+5% +$35.2K 0.94% 32
2023
Q1 		$668K Buy
2,875
+206
+8% +$45.9K 0.88% 34
2022
Q4 		$611K Buy
+2,669
New +$538K 1.07% 32

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

Phillips Wealth Planners's V Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Visa (V) stake by 8.1% in Q2 2026, selling an estimated $93.7K and leaving 3,311 shares worth $1.17M. The position accounts for 0.86% of the portfolio, ranked #29.

Phillips Wealth Planners first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Phillips Wealth Planners held 3,311 shares of Visa worth $1.17M as of Q2 2026.
  • Phillips Wealth Planners sold 292 Visa shares in Q2 2026, an estimated $93.7K.
  • Visa made up 0.86% of Phillips Wealth Planners's portfolio in Q2 2026, its #29 holding.
  • Phillips Wealth Planners first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Visa position peaked at $1.47M in Q3 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.