Claris Advisors’s Visa V Stock Holding History

Claris Advisors’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
2025 Q2	–	Sell	-632	Closed	-$221K	–	85
2025 Q1	$221K	Buy	+632	New	+$214K	0.08%	72
2024 Q4	–	Sell	-293	Closed	-$80.6K	–	1099
2024 Q3	$80.6K	Buy	+293	New	+$79.2K	0.03%	90

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claris Advisors's V Position: Q2 2025 in Review

Claris Advisors sold out of Visa (V) in Q2 2025, closing a stake of 632 shares — an estimated $221K sold.

Claris Advisors first reported a position in V in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

Claris Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Claris Advisors sold 632 Visa shares in Q2 2025, an estimated $221K.
Claris Advisors first reported a position in Visa in Q3 2024 and held it in 2 quarters.
Claris Advisors's Visa position peaked at $221K in Q1 2025.
4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.