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Pinnacle Wealth Planning Services’s Visa V Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q3 		– Sell
-13,596
Closed -$3.18M – 402
2021
Q2 		$3.18M Buy
13,596
+13,396
+6,698% +$3.06M 0.74% 26
2021
Q1 		$2.19M Buy
+200
New +$42.1K 0.56% 34

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

Pinnacle Wealth Planning Services's V Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Visa (V) stake by 3.5% in Q1 2026, selling an estimated $128K and leaving 10,967 shares worth $3.31M. The position accounts for 0.34% of the portfolio, ranked #41.

Pinnacle Wealth Planning Services first reported a position in V in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.23M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10,967 shares of Visa worth $3.31M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 399 Visa shares in Q1 2026, an estimated $128K.
  • Visa made up 0.34% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #41 holding.
  • Pinnacle Wealth Planning Services first reported a position in Visa in Q4 2017 and has held it in 33 quarters since.
  • Pinnacle Wealth Planning Services's Visa position peaked at $4.23M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.