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S.E.E.D. Planning Group’s Visa V Stock Holding History

S.E.E.D. Planning Group’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 		$4.81M Sell
14,005
-411
-3% -$132K 1.27% 25
2026
Q1 		$4.36M Buy
14,416
+1,527
+12% +$491K 1.27% 25
2025
Q4 		$4.52M Sell
12,889
-137
-1% -$46.7K 1.29% 25
2025
Q3 		$4.45M Sell
13,026
-631
-5% -$218K 1.3% 25
2025
Q2 		$4.85M Sell
13,657
-935
-6% -$326K 1.52% 24
2025
Q1 		$5.11M Sell
14,592
-2,097
-13% -$710K 1.72% 26
2024
Q4 		$5.27M Sell
16,689
-805
-5% -$242K 1.76% 24
2024
Q3 		$4.81M Buy
17,494
+399
+2% +$108K 1.59% 25
2024
Q2 		$4.49M Buy
17,095
+27
+0.2% +$7.4K 1.63% 25
2024
Q1 		$4.76M Sell
17,068
-70
-0.4% -$19.3K 1.74% 24
2023
Q4 		$4.46M Buy
17,138
+277
+2% +$68.3K 1.8% 23
2023
Q3 		$3.88M Sell
16,861
-1,308
-7% -$314K 1.5% 26
2023
Q2 		$4.31M Buy
18,169
+225
+1% +$51.5K 1.51% 30
2023
Q1 		$4.05M Sell
17,944
-1,102
-6% -$245K 1.56% 30
2022
Q4 		$3.96M Sell
19,046
-1
-0% -$202 1.71% 28
2022
Q3 		$3.38M Buy
19,047
+280
+1% +$57K 1.58% 29
2022
Q2 		$3.69M Buy
18,767
+972
+5% +$201K 1.67% 25
2022
Q1 		$3.95M Buy
17,795
+2,298
+15% +$497K 1.68% 27
2021
Q4 		$3.36M Buy
15,497
+670
+5% +$144K 1.46% 28
2021
Q3 		$3.3M Buy
14,827
+9,551
+181% +$2.24M 1.56% 25
2021
Q2 		$1.23M Buy
5,276
+148
+3% +$33.8K 0.61% 40
2021
Q1 		$1.09M Sell
5,128
-91
-2% -$19.2K 0.6% 40
2020
Q4 		$1.14M Buy
5,219
+238
+5% +$48.7K 0.69% 38
2020
Q3 		$996K Sell
4,981
-339
-6% -$67.7K 0.73% 36
2020
Q2 		$1.03M Sell
5,320
-62
-1% -$11.3K 0.8% 35
2020
Q1 		$867K Sell
5,382
-513
-9% -$96.6K 0.84% 34
2019
Q4 		$1.11M Buy
+5,895
New +$1.06M 0.96% 34

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

S.E.E.D. Planning Group's V Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Visa (V) stake by 2.9% in Q2 2026, selling an estimated $132K and leaving 14,005 shares worth $4.81M. The position accounts for 1.27% of the portfolio, ranked #25.

S.E.E.D. Planning Group first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.27M in Q4 2024. 4,568 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • S.E.E.D. Planning Group held 14,005 shares of Visa worth $4.81M as of Q2 2026.
  • S.E.E.D. Planning Group sold 411 Visa shares in Q2 2026, an estimated $132K.
  • Visa made up 1.27% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #25 holding.
  • S.E.E.D. Planning Group first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • S.E.E.D. Planning Group's Visa position peaked at $5.27M in Q4 2024.
  • 4,568 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.