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Planning Alternatives’s Visa V Stock Holding History

Planning Alternatives’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 		$914K Buy
2,663
+1,957
+277% +$628K 0.1% 49
2026
Q1 		$213K Sell
706
-2,090
-75% -$672K 0.03% 99
2025
Q4 		$981K Buy
2,796
+1,850
+196% +$630K 0.12% 42
2025
Q3 		$323K Sell
946
-346
-27% -$120K 0.04% 70
2025
Q2 		$459K Sell
1,292
-21
-2% -$7.32K 0.06% 52
2025
Q1 		$460K Buy
1,313
+633
+93% +$214K 0.07% 47
2024
Q4 		$215K Buy
+680
New +$204K 0.03% 58

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

Planning Alternatives's V Position: Q2 2026 in Review

Planning Alternatives increased its Visa (V) stake by 277% in Q2 2026, buying an estimated $628K and bringing the position to 2,663 shares worth $914K. The position accounts for 0.1% of the portfolio, ranked #49.

Planning Alternatives first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $981K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Planning Alternatives held 2,663 shares of Visa worth $914K as of Q2 2026.
  • Planning Alternatives bought 1,957 Visa shares in Q2 2026, an estimated $628K.
  • Visa made up 0.1% of Planning Alternatives's portfolio in Q2 2026, its #49 holding.
  • Planning Alternatives first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Planning Alternatives's Visa position peaked at $981K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.