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Walled Lake Planning & Wealth Management’s Visa V Stock Holding History

Walled Lake Planning & Wealth 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 		$1.36M Hold
3,958
– – 0.34% 42
2026
Q1 		$1.2M Buy
3,958
+108
+3% +$34.7K 0.35% 41
2025
Q4 		$1.35M Sell
3,850
-151
-4% -$51.4K 0.43% 39
2025
Q3 		$1.37M Sell
4,001
-94
-2% -$32.5K 0.45% 36
2025
Q2 		$1.45M Sell
4,095
-54
-1% -$18.8K 0.47% 40
2025
Q1 		$1.45M Sell
4,149
-355
-8% -$120K 0.52% 40
2024
Q4 		$1.42M Sell
4,504
-43
-0.9% -$12.9K 0.53% 38
2024
Q3 		$1.25M Buy
4,547
+41
+0.9% +$11.1K 0.47% 40
2024
Q2 		$1.18M Sell
4,506
-262
-5% -$71.8K 0.48% 40
2024
Q1 		$1.33M Buy
4,768
+5
+0.1% +$1.38K 0.55% 37
2023
Q4 		$1.24M Buy
4,763
+6
+0.1% +$1.48K 0.58% 35
2023
Q3 		$1.09M Sell
4,757
-268
-5% -$64.4K 0.55% 36
2023
Q2 		$1.19M Buy
5,025
+7
+0.1% +$1.6K 0.58% 35
2023
Q1 		$1.13M Buy
5,018
+630
+14% +$140K 0.59% 37
2022
Q4 		$912K Sell
4,388
-978
-18% -$197K 0.62% 32
2022
Q3 		$953K Sell
5,366
-18
-0.3% -$3.66K 0.67% 36
2022
Q2 		$1.06M Sell
5,384
-5
-0.1% -$1.03K 0.73% 35
2022
Q1 		$1.2M Buy
5,389
+49
+0.9% +$10.6K 0.71% 35
2021
Q4 		$1.16M Sell
5,340
-561
-10% -$120K 0.67% 35
2021
Q3 		$1.31M Buy
5,901
+126
+2% +$29.5K 0.81% 33
2021
Q2 		$1.35M Hold
5,775
– – 0.88% 32
2021
Q1 		$1.22M Buy
5,775
+2
+0% +$421 0.85% 31
2020
Q4 		$1.26M Sell
5,773
-645
-10% -$132K 0.96% 29
2020
Q3 		$1.28M Sell
6,418
-297
-4% -$59.3K 1.04% 29
2020
Q2 		$1.3M Sell
6,715
-23
-0.3% -$4.2K 1.09% 28
2020
Q1 		$1.09M Buy
6,738
+325
+5% +$61.2K 0.99% 27
2019
Q4 		$1.21M Buy
+6,413
New +$1.16M 0.87% 26

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

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

Walled Lake Planning & Wealth Management held its Visa (V) position steady in Q2 2026 at 3,958 shares worth $1.36M. The position accounts for 0.34% of the portfolio, ranked #42.

Walled Lake Planning & Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 3,958 shares of Visa worth $1.36M as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.34% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Visa position peaked at $1.45M in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.