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Clarity Wealth Advisors’s Visa V Stock Holding History

Clarity Wealth 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
2026
Q2 		$8.37M Buy
24,401
+535
+2% +$172K 1.48% 26
2026
Q1 		$7.21M Buy
23,866
+470
+2% +$151K 1.48% 27
2025
Q4 		$8.21M Buy
23,396
+528
+2% +$180K 1.67% 24
2025
Q3 		$7.81M Buy
22,868
+230
+1% +$79.6K 1.72% 23
2025
Q2 		$8.04M Buy
22,638
+192
+0.9% +$66.9K 1.98% 18
2025
Q1 		$7.87M Buy
22,446
+342
+2% +$116K 2.18% 16
2024
Q4 		$6.99M Buy
22,104
+551
+3% +$166K 1.9% 17
2024
Q3 		$5.93M Buy
21,553
+758
+4% +$205K 1.72% 20
2024
Q2 		$5.46M Sell
20,795
-838
-4% -$230K 1.77% 18
2024
Q1 		$6.04M Buy
21,633
+549
+3% +$152K 2.04% 15
2023
Q4 		$5.49M Sell
21,084
-15
-0.1% -$3.7K 2.07% 15
2023
Q3 		$4.85M Buy
21,099
+327
+2% +$78.6K 2.2% 14
2023
Q2 		$4.93M Buy
20,772
+230
+1% +$52.6K 2.21% 14
2023
Q1 		$4.63M Buy
20,542
+323
+2% +$71.9K 2.36% 14
2022
Q4 		$4.2M Sell
20,219
-623
-3% -$126K 2.42% 15
2022
Q3 		$3.7M Sell
20,842
-77
-0.4% -$15.7K 2.23% 14
2022
Q2 		$4.12M Buy
20,919
+437
+2% +$90.3K 2.36% 14
2022
Q1 		$4.54M Buy
20,482
+952
+5% +$206K 2.16% 15
2021
Q4 		$4.23M Buy
19,530
+589
+3% +$126K 1.97% 16
2021
Q3 		$4.22M Buy
18,941
+709
+4% +$166K 2.08% 16
2021
Q2 		$4.26M Buy
18,232
+432
+2% +$98.8K 2.21% 13
2021
Q1 		$3.77M Buy
17,800
+849
+5% +$179K 2.15% 14
2020
Q4 		$3.71M Buy
16,951
+269
+2% +$55K 2.25% 13
2020
Q3 		$3.33M Sell
16,682
-191
-1% -$38.2K 2.39% 14
2020
Q2 		$3.26M Buy
16,873
+14
+0.1% +$2.56K 2.57% 12
2020
Q1 		$2.72M Sell
16,859
-530
-3% -$99.8K 2.83% 12
2019
Q4 		$3.27M Buy
+17,389
New +$3.13M 2.75% 11

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Clarity Wealth Advisors's V Position: Q2 2026 in Review

Clarity Wealth Advisors increased its Visa (V) stake by 2.2% in Q2 2026, buying an estimated $172K and bringing the position to 24,401 shares worth $8.37M. The position accounts for 1.48% of the portfolio, ranked #26.

Clarity Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clarity Wealth Advisors held 24,401 shares of Visa worth $8.37M as of Q2 2026.
  • Clarity Wealth Advisors bought 535 Visa shares in Q2 2026, an estimated $172K.
  • Visa made up 1.48% of Clarity Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Clarity Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.