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Sequent Planning’s Visa V Stock Holding History

Sequent Planning’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 		$350K Buy
1,020
+5
+0.5% +$1.6K 0.07% 188
2026
Q1 		$307K Sell
1,015
-4
-0.4% -$1.29K 0.07% 175
2025
Q4 		$358K Sell
1,019
-2,067
-67% -$704K 0.09% 155
2025
Q3 		$1.05M Sell
3,086
-35
-1% -$12.1K 0.3% 73
2025
Q2 		$1.11M Sell
3,121
-51
-2% -$17.8K 0.35% 45
2025
Q1 		$1.11M Sell
3,172
-102
-3% -$34.5K 0.4% 42
2024
Q4 		$1.03M Sell
3,274
-84
-3% -$25.3K 0.38% 44
2024
Q3 		$923K Buy
3,358
+201
+6% +$54.3K 0.32% 53
2024
Q2 		$831K Sell
3,157
-200
-6% -$54.8K 0.28% 61
2024
Q1 		$937K Buy
+3,357
New +$927K 0.34% 53

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

Sequent Planning's V Position: Q2 2026 in Review

Sequent Planning increased its Visa (V) stake by 0.49% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,020 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #188.

Sequent Planning first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sequent Planning held 1,020 shares of Visa worth $350K as of Q2 2026.
  • Sequent Planning bought 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #188 holding.
  • Sequent Planning first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Visa position peaked at $1.11M in Q1 2025.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.