Cerity Partners’s Visa V Stock Holding History

Cerity 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	$515K	Hold	1,500	–	–	﹤0.01%	2404
2026 Q1	$453K	Buy	+1,500	New	+$482K	﹤0.01%	2356

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cerity Partners's V Position: Q2 2026 in Review

Cerity Partners increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $8.53M and bringing the position to 1,173,343 shares worth $403M. The position accounts for 0.49% of the portfolio, ranked #36.

Cerity Partners first reported a position in V in Q1 2017 and has held it in 37 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cerity Partners held 1,173,343 shares of Visa worth $403M as of Q2 2026.
Cerity Partners bought 26,566 Visa shares in Q2 2026, an estimated $8.53M.
Visa made up 0.49% of Cerity Partners's portfolio in Q2 2026, its #36 holding.
Cerity Partners first reported a position in Visa in Q1 2017 and has held it in 37 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.