Spartan Planning & Wealth Management’s Visa V Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-2,620	Closed	-$919K	–	93
2025 Q4	$919K	Buy	2,620 +863	+49%	+$294K	0.68%	27
2025 Q3	$600K	Sell	1,757 -1,603	-48%	-$555K	0.47%	38
2025 Q2	$1.19M	Buy	3,360 +245	+8%	+$85.4K	1.02%	20
2025 Q1	$1.09M	Buy	3,115 +73	+2%	+$24.7K	1.06%	24
2024 Q4	$961K	Buy	+3,042	New	+$915K	0.88%	25
2023 Q4	$685K	Buy	2,631 +1,259	+92%	+$310K	0.73%	24
2023 Q3	$316K	Buy	+1,372	New	+$330K	0.37%	40
2022 Q4	$560K	Buy	2,695 +2,694	+269,400%	+$543K	0.7%	22
2022 Q3	$0	Sell	1 -1	-50%	-$203	﹤0.01%	119
2022 Q2	$0	Sell	2 -1,408	-100%	-$291K	﹤0.01%	155
2022 Q1	$313K	Buy	+1,410	New	+$305K	0.39%	35

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

Spartan Planning & Wealth Management's V Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 2,620 shares — an estimated $919K sold.

Spartan Planning & Wealth Management first reported a position in V in Q1 2022 and held it in 11 quarters. The position peaked at $1.19M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 2,620 Visa shares in Q1 2026, an estimated $919K.
Spartan Planning & Wealth Management first reported a position in Visa in Q1 2022 and held it in 11 quarters.
Spartan Planning & Wealth Management's Visa position peaked at $1.19M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.