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Tempus Wealth Planning’s Visa V Stock Holding History

Tempus Wealth 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 		$1.65M Buy
4,811
+45
+0.9% +$14.4K 0.32% 86
2026
Q1 		$1.44M Buy
4,766
+183
+4% +$58.8K 0.33% 85
2025
Q4 		$1.61M Buy
4,583
+304
+7% +$104K 0.37% 73
2025
Q3 		$1.46M Buy
4,279
+75
+2% +$26K 0.34% 83
2025
Q2 		$1.49M Buy
4,204
+300
+8% +$105K 0.37% 73
2025
Q1 		$1.37M Buy
3,904
+100
+3% +$33.8K 0.41% 72
2024
Q4 		$1.2M Buy
3,804
+266
+8% +$80K 0.37% 80
2024
Q3 		$973K Buy
3,538
+681
+24% +$184K 0.36% 79
2024
Q2 		$750K Buy
2,857
+294
+11% +$80.6K 0.31% 89
2024
Q1 		$715K Buy
2,563
+442
+21% +$122K 0.31% 91
2023
Q4 		$552K Sell
2,121
-9
-0.4% -$2.22K 0.24% 97
2023
Q3 		$490K Buy
2,130
+930
+78% +$224K 0.25% 88
2023
Q2 		$285K Buy
1,200
+230
+24% +$52.6K 0.13% 142
2023
Q1 		$219K Sell
970
-506
-34% -$113K 0.11% 161
2022
Q4 		$307K Sell
1,476
-931
-39% -$188K 0.19% 126
2022
Q3 		$428K Buy
+2,407
New +$490K 0.29% 99
2022
Q2 		– Sell
-1,848
Closed -$410K – 143
2022
Q1 		$410K Sell
1,848
-317
-15% -$68.6K 0.29% 88
2021
Q4 		$469K Hold
2,165
– – 0.25% 98
2021
Q3 		$482K Buy
2,165
+340
+19% +$79.7K 0.27% 94
2021
Q2 		$427K Hold
1,825
– – 0.28% 100
2021
Q1 		$386K Buy
1,825
+25
+1% +$5.26K 0.41% 65
2020
Q4 		$394K Hold
1,800
– – 0.51% 42
2020
Q3 		$360K Hold
1,800
– – 0.52% 42
2020
Q2 		$348K Hold
1,800
– – 0.52% 43
2020
Q1 		$290K Hold
1,800
– – 0.48% 47
2019
Q4 		$338K Buy
+1,800
New +$324K 0.3% 55

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

Tempus Wealth Planning's V Position: Q2 2026 in Review

Tempus Wealth Planning increased its Visa (V) stake by 0.94% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,811 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #86.

Tempus Wealth Planning first reported a position in V in Q4 2019 and has held it in 26 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tempus Wealth Planning held 4,811 shares of Visa worth $1.65M as of Q2 2026.
  • Tempus Wealth Planning bought 45 Visa shares in Q2 2026, an estimated $14.4K.
  • Visa made up 0.32% of Tempus Wealth Planning's portfolio in Q2 2026, its #86 holding.
  • Tempus Wealth Planning first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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