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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phillips Wealth Planners's V Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Visa (V) stake by 19% in Q1 2026, selling an estimated $273K and leaving 3,603 shares worth $1.17M. The position accounts for 0.88% of the portfolio, ranked #30.

Phillips Wealth Planners first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q3 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Phillips Wealth Planners held 3,603 shares of Visa worth $1.17M as of Q1 2026.
Phillips Wealth Planners sold 849 Visa shares in Q1 2026, an estimated $273K.
Visa made up 0.88% of Phillips Wealth Planners's portfolio in Q1 2026, its #30 holding.
Phillips Wealth Planners first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Visa position peaked at $1.47M in Q3 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.