Retirement Guys Formula’s Visa V Stock Holding History

Retirement Guys Formula’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	$1.85M	Buy	6,118 +734	+14%	+$236K	0.85%	44
2025 Q4	$1.89M	Sell	5,384 -25	-0.5%	-$8.52K	0.86%	37
2025 Q3	$1.85M	Buy	5,409 +189	+4%	+$65.4K	0.65%	46
2025 Q2	$1.85M	Buy	5,220 +148	+3%	+$51.6K	0.7%	45
2025 Q1	$1.78M	Sell	5,072 -100	-2%	-$33.8K	0.88%	32
2024 Q4	$1.63M	Buy	5,172 +56	+1%	+$16.8K	0.82%	35
2024 Q3	$1.41M	Buy	5,116 +231	+5%	+$62.5K	0.65%	51
2024 Q2	$1.28M	Buy	4,885 +357	+8%	+$97.8K	0.61%	59
2024 Q1	$1.26M	Buy	4,528 +222	+5%	+$61.3K	0.62%	51
2023 Q4	$1.12M	Buy	4,306 +338	+9%	+$83.3K	0.6%	42
2023 Q3	$913K	Buy	3,968 +935	+31%	+$225K	0.64%	40
2023 Q2	$720K	Buy	3,033 +955	+46%	+$219K	0.42%	55
2023 Q1	$469K	Buy	2,078 +692	+50%	+$154K	0.34%	93
2022 Q4	$288K	Buy	+1,386	New	+$280K	0.24%	107

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

Retirement Guys Formula's V Position: Q1 2026 in Review

Retirement Guys Formula increased its Visa (V) stake by 14% in Q1 2026, buying an estimated $236K and bringing the position to 6,118 shares worth $1.85M. The position accounts for 0.85% of the portfolio, ranked #44.

Retirement Guys Formula first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Retirement Guys Formula held 6,118 shares of Visa worth $1.85M as of Q1 2026.
Retirement Guys Formula bought 734 Visa shares in Q1 2026, an estimated $236K.
Visa made up 0.85% of Retirement Guys Formula's portfolio in Q1 2026, its #44 holding.
Retirement Guys Formula first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Retirement Guys Formula's Visa position peaked at $1.89M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.