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 Q1	$453K	Buy	+1,500	New	+$482K	﹤0.01%	2356

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cerity Partners's V Position: Q1 2026 in Review

Cerity Partners increased its Visa (V) stake by 1.2% in Q1 2026, buying an estimated $4.39M and bringing the position to 1,146,777 shares worth $347M. The position accounts for 0.49% of the portfolio, ranked #35.

Cerity Partners first reported a position in V in Q1 2017 and has held it in 36 quarters since. The position peaked at $397M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Cerity Partners held 1,146,777 shares of Visa worth $347M as of Q1 2026.
Cerity Partners bought 13,643 Visa shares in Q1 2026, an estimated $4.39M.
Visa made up 0.49% of Cerity Partners's portfolio in Q1 2026, its #35 holding.
Cerity Partners first reported a position in Visa in Q1 2017 and has held it in 36 quarters since.
Cerity Partners's Visa position peaked at $397M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.