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Clarion Wealth Managment Partners’s Visa V Stock Holding History

Clarion Wealth Managment 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 		$1.29M Buy
4,282
+1
+0% +$322 1.17% 22
2025
Q4 		$1.5M Sell
4,281
-84
-2% -$28.6K 1.39% 17
2025
Q3 		$1.49M Buy
4,365
+1
+0% +$346 1.47% 16
2025
Q2 		$1.55M Buy
+4,364
New +$1.52M 1.7% 14

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarion Wealth Managment Partners's V Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its Visa (V) stake by 0.02% in Q1 2026, buying an estimated $322 and bringing the position to 4,282 shares worth $1.29M. The position accounts for 1.17% of the portfolio, ranked #22.

Clarion Wealth Managment Partners first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Clarion Wealth Managment Partners held 4,282 shares of Visa worth $1.29M as of Q1 2026.
  • Clarion Wealth Managment Partners bought 1 Visa share in Q1 2026, an estimated $322.
  • Visa made up 1.17% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #22 holding.
  • Clarion Wealth Managment Partners first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Visa position peaked at $1.55M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.