SPAS
V icon

Spectrum Planning & Advisory Services’s Visa V Stock Holding History

Spectrum Planning & Advisory Services’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 		$461K Sell
1,342
-554
-29% -$178K 0.21% 62
2026
Q1 		$573K Buy
1,896
+32
+2% +$10.3K 0.28% 54
2025
Q4 		$654K Buy
1,864
+8
+0.4% +$2.73K 0.34% 51
2025
Q3 		$634K Buy
1,856
+189
+11% +$65.4K 0.36% 52
2025
Q2 		$592K Buy
1,667
+1,047
+169% +$365K 0.38% 48
2025
Q1 		$217K Sell
620
-28
-4% -$9.47K 0.18% 63
2024
Q4 		$205K Buy
+648
New +$195K 0.18% 59

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

Spectrum Planning & Advisory Services's V Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Visa (V) stake by 29% in Q2 2026, selling an estimated $178K and leaving 1,342 shares worth $461K. The position accounts for 0.21% of the portfolio, ranked #62.

Spectrum Planning & Advisory Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Spectrum Planning & Advisory Services held 1,342 shares of Visa worth $461K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 554 Visa shares in Q2 2026, an estimated $178K.
  • Visa made up 0.21% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #62 holding.
  • Spectrum Planning & Advisory Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Spectrum Planning & Advisory Services's Visa position peaked at $654K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.