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Summit Wealth & Retirement Planning’s Visa V Stock Holding History

Summit Wealth & Retirement 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 		$372K Hold
1,085
– – 0.08% 77
2026
Q1 		$328K Sell
1,085
-38
-3% -$12.2K 0.08% 80
2025
Q4 		$394K Buy
1,123
+7
+0.6% +$2.38K 0.09% 70
2025
Q3 		$381K Hold
1,116
– – 0.09% 68
2025
Q2 		$396K Hold
1,116
– – 0.11% 65
2025
Q1 		$391K Buy
1,116
+198
+22% +$67K 0.12% 52
2024
Q4 		$290K Hold
918
– – 0.09% 59
2024
Q3 		$252K Buy
918
+6
+0.7% +$1.62K 0.08% 58
2024
Q2 		$239K Sell
912
-16
-2% -$4.38K 0.08% 57
2024
Q1 		$259K Sell
928
-295
-24% -$81.4K 0.09% 54
2023
Q4 		$318K Sell
1,223
-39
-3% -$9.61K 0.13% 47
2023
Q3 		$290K Sell
1,262
-42
-3% -$10.1K 0.12% 50
2023
Q2 		$310K Sell
1,304
-1,599
-55% -$366K 0.12% 50
2023
Q1 		$655K Sell
2,903
-1,012
-26% -$225K 0.24% 44
2022
Q4 		$813K Buy
3,915
+15
+0.4% +$3.02K 0.33% 36
2022
Q3 		$693K Hold
3,900
– – 0.28% 46
2022
Q2 		$768K Sell
3,900
-45
-1% -$9.3K 0.29% 45
2022
Q1 		$875K Sell
3,945
-196
-5% -$42.4K 0.31% 47
2021
Q4 		$897K Sell
4,141
-294
-7% -$63.1K 0.31% 45
2021
Q3 		$988K Sell
4,435
-186
-4% -$43.6K 0.36% 42
2021
Q2 		$1.08M Sell
4,621
-369
-7% -$84.4K 0.4% 42
2021
Q1 		$1.06M Sell
4,990
-540
-10% -$114K 0.39% 42
2020
Q4 		$1.21M Sell
5,530
-1
-0% -$205 0.46% 39
2020
Q3 		$1.11M Sell
5,531
-230
-4% -$45.9K 0.47% 38
2020
Q2 		$1.11M Buy
5,761
+4,339
+305% +$793K 0.52% 42
2020
Q1 		$229K Buy
+1,422
New +$268K 0.12% 102

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

Summit Wealth & Retirement Planning's V Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Visa (V) position steady in Q2 2026 at 1,085 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #77.

Summit Wealth & Retirement Planning first reported a position in V in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.21M in Q4 2020. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,085 shares of Visa worth $372K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #77 holding.
  • Summit Wealth & Retirement Planning first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • Summit Wealth & Retirement Planning's Visa position peaked at $1.21M in Q4 2020.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.