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Clarity Wealth Development’s Visa V Stock Holding History

Clarity Wealth Development’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 		$498K Buy
1,450
+5
+0.3% +$1.6K 0.28% 33
2026
Q1 		$437K Hold
1,445
– – 0.36% 31
2025
Q4 		$507K Sell
1,445
-10
-0.7% -$3.41K 0.43% 29
2025
Q3 		$505K Sell
1,455
-114
-7% -$39.5K 0.46% 31
2025
Q2 		$557K Hold
1,569
– – 0.55% 27
2025
Q1 		$542K Sell
1,569
-74
-5% -$25K 0.6% 25
2024
Q4 		$561K Buy
+1,643
New +$494K 0.61% 24

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

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

Clarity Wealth Development increased its Visa (V) stake by 0.35% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,450 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #33.

Clarity Wealth Development first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q4 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clarity Wealth Development held 1,450 shares of Visa worth $498K as of Q2 2026.
  • Clarity Wealth Development bought 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.28% of Clarity Wealth Development's portfolio in Q2 2026, its #33 holding.
  • Clarity Wealth Development first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Clarity Wealth Development's Visa position peaked at $561K in Q4 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.