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XY Planning Network’s Visa V Stock Holding History

XY Planning Network’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 		$753K Buy
2,195
+9
+0.4% +$2.89K 0.09% 167
2026
Q1 		$652K Buy
2,186
+133
+6% +$42.8K 0.1% 165
2025
Q4 		$720K Buy
2,053
+658
+47% +$224K 0.13% 142
2025
Q3 		$495K Hold
1,395
– – 0.17% 111
2025
Q2 		$495K Buy
1,395
+575
+70% +$200K 0.17% 111
2025
Q1 		$287K Sell
820
-65
-7% -$22K 0.19% 80
2024
Q4 		$280K Buy
+885
New +$266K 0.21% 78

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

XY Planning Network's V Position: Q2 2026 in Review

XY Planning Network increased its Visa (V) stake by 0.41% in Q2 2026, buying an estimated $2.89K and bringing the position to 2,195 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #167.

XY Planning Network first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • XY Planning Network held 2,195 shares of Visa worth $753K as of Q2 2026.
  • XY Planning Network bought 9 Visa shares in Q2 2026, an estimated $2.89K.
  • Visa made up 0.09% of XY Planning Network's portfolio in Q2 2026, its #167 holding.
  • XY Planning Network first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.