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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
Q2 		$561K Buy
+1,636
New +$525K 0.37% 46
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
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

Spartan Planning & Wealth Management's V Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Visa (V) in Q2 2026: 1,636 shares worth $561K. The stake represents 0.37% of the portfolio and ranks #46 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in V as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in V in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Spartan Planning & Wealth Management held 1,636 shares of Visa worth $561K as of Q2 2026.
  • Visa was a new Spartan Planning & Wealth Management position in Q2 2026.
  • Visa made up 0.37% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Spartan Planning & Wealth Management first reported a position in Visa in Q1 2022 and has held it in 12 quarters since.
  • Spartan Planning & Wealth Management's Visa position peaked at $1.19M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.