CWD
V icon

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
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 $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

Clarity Wealth Development's V Position: Q1 2026 in Review

Clarity Wealth Development held its Visa (V) position steady in Q1 2026 at 1,445 shares worth $437K. The position accounts for 0.36% of the portfolio, ranked #31.

Clarity Wealth Development first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $561K in Q4 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Clarity Wealth Development held 1,445 shares of Visa worth $437K as of Q1 2026.
  • Clarity Wealth Development left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.36% of Clarity Wealth Development's portfolio in Q1 2026, its #31 holding.
  • Clarity Wealth Development first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Clarity Wealth Development's Visa position peaked at $561K in Q4 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.