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Vertex Planning Partners’s Visa V Stock Holding History

Vertex Planning Partners’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
2025
Q4 		– Sell
-973
Closed -$332K – 196
2025
Q3 		$332K Buy
973
+69
+8% +$23.9K 0.06% 150
2025
Q2 		$321K Sell
904
-53
-6% -$18.5K 0.07% 146
2025
Q1 		$335K Buy
957
+160
+20% +$54.1K 0.07% 135
2024
Q4 		$252K Buy
+797
New +$240K 0.06% 161
2023
Q1 		– Sell
-1,192
Closed -$248K – 149
2022
Q4 		$248K Buy
+1,192
New +$240K 0.1% 130

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vertex Planning Partners's V Position: Q4 2025 in Review

Vertex Planning Partners sold out of Visa (V) in Q4 2025, closing a stake of 973 shares — an estimated $332K sold.

Vertex Planning Partners first reported a position in V in Q4 2022 and held it in 5 quarters. The position peaked at $335K in Q1 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Vertex Planning Partners reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 973 Visa shares in Q4 2025, an estimated $332K.
  • Vertex Planning Partners first reported a position in Visa in Q4 2022 and held it in 5 quarters.
  • Vertex Planning Partners's Visa position peaked at $335K in Q1 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.