UFPG
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United Financial Planning Group’s Visa V Stock Holding History

United Financial Planning Group’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 		$420K Buy
1,224
+1
+0.1% +$321 0.21% 36
2026
Q1 		$370K Buy
1,223
+43
+4% +$13.8K 0.22% 34
2025
Q4 		$414K Buy
1,180
+257
+28% +$87.6K 0.25% 36
2025
Q3 		$315K Buy
+923
New +$319K 0.2% 32

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

United Financial Planning Group's V Position: Q2 2026 in Review

United Financial Planning Group increased its Visa (V) stake by 0.08% in Q2 2026, buying an estimated $321 and bringing the position to 1,224 shares worth $420K. The position accounts for 0.21% of the portfolio, ranked #36.

United Financial Planning Group first reported a position in V in Q3 2025 and has held it in 4 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • United Financial Planning Group held 1,224 shares of Visa worth $420K as of Q2 2026.
  • United Financial Planning Group bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.21% of United Financial Planning Group's portfolio in Q2 2026, its #36 holding.
  • United Financial Planning Group first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.