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WealthPLAN Partners’s Visa V Stock Holding History

WealthPLAN 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
2026
Q2 		$1.44M Buy
4,206
+17
+0.4% +$5.46K 0.28% 82
2026
Q1 		$1.27M Buy
4,189
+428
+11% +$138K 0.24% 102
2025
Q4 		$1.32M Buy
3,761
+563
+18% +$192K 0.2% 112
2025
Q3 		$1.09M Buy
3,198
+27
+0.9% +$9.35K 0.16% 123
2025
Q2 		$1.13M Sell
3,171
-440
-12% -$153K 0.18% 117
2025
Q1 		$1.27M Sell
3,611
-315
-8% -$107K 0.18% 110
2024
Q4 		$1.24M Sell
3,926
-1,848
-32% -$556K 0.18% 116
2024
Q3 		$1.59M Sell
5,774
-8,409
-59% -$2.27M 0.21% 105
2024
Q2 		$3.72M Buy
14,183
+254
+2% +$69.6K 0.4% 75
2024
Q1 		$3.89M Buy
13,929
+2,451
+21% +$677K 0.4% 78
2023
Q4 		$2.99M Buy
11,478
+313
+3% +$77.1K 0.31% 90
2023
Q3 		$2.57M Buy
11,165
+5,142
+85% +$1.24M 0.3% 88
2023
Q2 		$1.43M Sell
6,023
-3,928
-39% -$899K 0.2% 114
2023
Q1 		$2.24M Sell
9,951
-5,241
-34% -$1.17M 0.26% 87
2022
Q4 		$3.48M Buy
+15,192
New +$3.06M 0.24% 87
2022
Q1 		$3.36M Buy
15,776
+2,882
+22% +$623K 0.23% 94
2021
Q4 		$2.92M Buy
12,894
+592
+5% +$127K 0.19% 97
2021
Q3 		$2.55M Buy
12,302
+574
+5% +$135K 0.17% 107
2021
Q2 		$2.76M Buy
11,728
+1,292
+12% +$295K 0.19% 90
2021
Q1 		$2.42M Buy
10,436
+1,082
+12% +$228K 0.19% 89
2020
Q4 		$1.96M Buy
9,354
+4,132
+79% +$846K 0.17% 99
2020
Q3 		$1.09M Sell
5,222
-263
-5% -$52.5K 0.11% 117
2020
Q2 		$1.08M Sell
5,485
-65
-1% -$11.9K 0.11% 115
2020
Q1 		$1M Buy
5,550
+2,477
+81% +$467K 0.13% 106
2019
Q4 		$637K Buy
3,073
+358
+13% +$64.5K 0.08% 143
2019
Q3 		$487K Buy
2,715
+202
+8% +$36K 0.07% 152
2019
Q2 		$449K Sell
2,513
-1,682
-40% -$275K 0.07% 153
2019
Q1 		$683K Sell
4,195
-454
-10% -$65.4K 0.11% 129
2018
Q4 		$673K Buy
4,649
+284
+7% +$39.2K 0.11% 127
2018
Q3 		$582K Sell
4,365
-450
-9% -$64K 0.11% 133
2018
Q2 		$637K Buy
4,815
+193
+4% +$24.8K 0.13% 125
2018
Q1 		$553K Buy
4,622
+127
+3% +$15.4K 0.12% 133
2017
Q4 		$513K Sell
4,495
-903
-17% -$99.7K 0.14% 124
2017
Q3 		$568K Sell
5,398
-669
-11% -$67.9K 0.16% 108
2017
Q2 		$569K Buy
6,067
+5,750
+1,814% +$534K 0.16% 99
2017
Q1 		$28.2K Buy
+317
New +$27.3K 0.1% 150
2016
Q3 		$168K Sell
2,026
-1,456
-42% -$117K 0.05% 165
2016
Q2 		$148K Buy
+3,482
New +$273K 0.02% 482
2015
Q4 		$74.8K Buy
+2,889
New +$224K 0.01% 507
2015
Q2 		$37K Sell
551
-70
-11% -$4.74K 0.02% 207
2015
Q1 		$41K Buy
+621
New +$41.1K 0.02% 261

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthPLAN Partners's V Position: Q2 2026 in Review

WealthPLAN Partners increased its Visa (V) stake by 0.41% in Q2 2026, buying an estimated $5.46K and bringing the position to 4,206 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #82.

WealthPLAN Partners first reported a position in V in Q1 2015 and has held it in 41 quarters since. The position peaked at $3.89M in Q1 2024. 2,349 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WealthPLAN Partners held 4,206 shares of Visa worth $1.44M as of Q2 2026.
  • WealthPLAN Partners bought 17 Visa shares in Q2 2026, an estimated $5.46K.
  • Visa made up 0.28% of WealthPLAN Partners's portfolio in Q2 2026, its #82 holding.
  • WealthPLAN Partners first reported a position in Visa in Q1 2015 and has held it in 41 quarters since.
  • WealthPLAN Partners's Visa position peaked at $3.89M in Q1 2024.
  • 2,349 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.