PS
V icon

Planned Solutions’s Visa V Stock Holding History

Planned Solutions’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 		$544K Buy
1,585
+56
+4% +$18K 0.16% 72
2026
Q1 		$462K Sell
1,529
-69
-4% -$22.2K 0.15% 73
2025
Q4 		$560K Buy
1,598
+31
+2% +$10.6K 0.18% 66
2025
Q3 		$535K Hold
1,567
– – 0.19% 60
2025
Q2 		$556K Hold
1,567
– – 0.21% 56
2025
Q1 		$549K Buy
1,567
+75
+5% +$25.4K 0.23% 56
2024
Q4 		$471K Sell
1,492
-180
-11% -$54.1K 0.19% 59
2024
Q3 		$460K Buy
1,672
+32
+2% +$8.65K 0.19% 58
2024
Q2 		$430K Hold
1,640
– – 0.21% 55
2024
Q1 		$458K Hold
1,640
– – 0.22% 48
2023
Q4 		$427K Buy
1,640
+26
+2% +$6.41K 0.2% 48
2023
Q3 		$371K Buy
+1,614
New +$388K 0.22% 49

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return