WIM
V icon

WealthPlan Investment Management’s Visa V Stock Holding History

WealthPlan Investment 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
Q1 		$6.94M Buy
22,964
+9,267
+68% +$2.98M 0.39% 64
2025
Q4 		$4.8M Buy
13,697
+9,206
+205% +$3.14M 0.31% 86
2025
Q3 		$1.53M Buy
4,491
+216
+5% +$74.8K 0.1% 148
2025
Q2 		$1.52M Buy
4,275
+3,151
+280% +$1.1M 0.11% 147
2025
Q1 		$394K Sell
1,124
-577
-34% -$195K 0.04% 199
2024
Q4 		$538K Sell
1,701
-337
-17% -$101K 0.05% 165
2024
Q3 		$560K Sell
2,038
-4,301
-68% -$1.16M 0.06% 150
2024
Q2 		$1.66M Buy
6,339
+291
+5% +$79.8K 0.25% 81
2024
Q1 		$1.69M Buy
6,048
+289
+5% +$79.8K 0.26% 79
2023
Q4 		$1.5M Buy
5,759
+195
+4% +$48.1K 0.24% 83
2023
Q3 		$1.28M Buy
5,564
+2,850
+105% +$685K 0.23% 79
2023
Q2 		$644K Sell
2,714
-2,408
-47% -$551K 0.19% 87
2023
Q1 		$1.15M Sell
5,122
-10,055
-66% -$2.24M 0.2% 82
2022
Q4 		$3.47M Sell
15,177
-733
-5% -$148K 0.24% 87
2022
Q3 		$3.31M Buy
+15,910
New +$3.24M 0.24% 84
2022
Q1 		$3.36M Buy
+15,776
New +$3.41M 0.23% 94

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthPlan Investment Management's V Position: Q1 2026 in Review

WealthPlan Investment Management increased its Visa (V) stake by 68% in Q1 2026, buying an estimated $2.98M and bringing the position to 22,964 shares worth $6.94M. The position accounts for 0.39% of the portfolio, ranked #64.

WealthPlan Investment Management first reported a position in V in Q1 2022 and has held it in 16 quarters since. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WealthPlan Investment Management held 22,964 shares of Visa worth $6.94M as of Q1 2026.
  • WealthPlan Investment Management bought 9,267 Visa shares in Q1 2026, an estimated $2.98M.
  • Visa made up 0.39% of WealthPlan Investment Management's portfolio in Q1 2026, its #64 holding.
  • WealthPlan Investment Management first reported a position in Visa in Q1 2022 and has held it in 16 quarters since.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.