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

Total Wealth Planning & 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 		$751K Sell
2,188
-5
-0.2% -$1.6K 0.51% 57
2026
Q1 		$663K Buy
2,193
+95
+5% +$30.5K 0.49% 69
2025
Q4 		$736K Buy
+2,098
New +$715K 0.55% 52
2025
Q2 		$594K Sell
1,672
-68
-4% -$23.7K 0.48% 66
2025
Q1 		$610K Sell
1,740
-219
-11% -$74.1K 0.58% 50
2024
Q4 		$619K Buy
+1,959
New +$589K 0.56% 49

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

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

Total Wealth Planning & Management reduced its Visa (V) stake by 0.23% in Q2 2026, selling an estimated $1.6K and leaving 2,188 shares worth $751K. The position accounts for 0.51% of the portfolio, ranked #57.

Total Wealth Planning & Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Total Wealth Planning & Management held 2,188 shares of Visa worth $751K as of Q2 2026.
  • Total Wealth Planning & Management sold 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.51% of Total Wealth Planning & Management's portfolio in Q2 2026, its #57 holding.
  • Total Wealth Planning & Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.