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Cladis Investment Advisory’s Visa V Stock Holding History

Cladis Investment Advisory’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 		$500K Buy
1,456
+320
+28% +$103K 0.23% 106
2026
Q1 		$343K Buy
1,136
+91
+9% +$29.3K 0.19% 115
2025
Q4 		$367K Buy
1,045
+1
+0.1% +$341 0.2% 107
2025
Q3 		$357K Hold
1,044
– – 0.2% 112
2025
Q2 		$371K Buy
1,044
+400
+62% +$139K 0.23% 103
2025
Q1 		$226K Sell
644
-100
-13% -$33.8K 0.16% 116
2024
Q4 		$235K Hold
744
– – 0.17% 112
2024
Q3 		$205K Buy
+744
New +$201K 0.14% 125
2024
Q2 		– Sell
-744
Closed -$208K – 145
2024
Q1 		$208K Buy
+744
New +$205K 0.15% 131

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

Cladis Investment Advisory's V Position: Q2 2026 in Review

Cladis Investment Advisory increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $103K and bringing the position to 1,456 shares worth $500K. The position accounts for 0.23% of the portfolio, ranked #106.

Cladis Investment Advisory first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cladis Investment Advisory held 1,456 shares of Visa worth $500K as of Q2 2026.
  • Cladis Investment Advisory bought 320 Visa shares in Q2 2026, an estimated $103K.
  • Visa made up 0.23% of Cladis Investment Advisory's portfolio in Q2 2026, its #106 holding.
  • Cladis Investment Advisory first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.