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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
– – 0.18% 60
2025
Q2 		$556K Hold
1,567
– – 0.21% 56
2025
Q1 		$549K Buy
1,567
+75
+5% +$25.4K 0.22% 56
2024
Q4 		$471K Sell
1,492
-180
-11% -$54.1K 0.19% 59
2024
Q3 		$460K Buy
1,672
+32
+2% +$8.65K 0.18% 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

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

Planned Solutions's V Position: Q2 2026 in Review

Planned Solutions increased its Visa (V) stake by 3.7% in Q2 2026, buying an estimated $18K and bringing the position to 1,585 shares worth $544K. The position accounts for 0.16% of the portfolio, ranked #72.

Planned Solutions first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $560K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Planned Solutions held 1,585 shares of Visa worth $544K as of Q2 2026.
  • Planned Solutions bought 56 Visa shares in Q2 2026, an estimated $18K.
  • Visa made up 0.16% of Planned Solutions's portfolio in Q2 2026, its #72 holding.
  • Planned Solutions first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Planned Solutions's Visa position peaked at $560K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.