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Clark Wealth Partners’s Visa V Stock Holding History

Clark Wealth 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
Q2 		$109K Sell
318
-6
-2% -$1.93K 0.06% 75
2026
Q1 		$98K Sell
324
-67
-17% -$21.5K 0.07% 73
2025
Q4 		$137K Hold
391
– – 0.08% 66
2025
Q3 		$137K Buy
391
+76
+24% +$26.3K 0.08% 66
2025
Q2 		$112K Buy
315
+12
+4% +$4.18K 0.08% 57
2025
Q1 		$106K Buy
303
+2
+0.7% +$677 0.08% 58
2024
Q4 		$95.1K Buy
+301
New +$90.5K 0.07% 54

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Clark Wealth Partners's V Position: Q2 2026 in Review

Clark Wealth Partners reduced its Visa (V) stake by 1.9% in Q2 2026, selling an estimated $1.93K and leaving 318 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #75.

Clark Wealth Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q4 2025. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clark Wealth Partners held 318 shares of Visa worth $109K as of Q2 2026.
  • Clark Wealth Partners sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.06% of Clark Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Clark Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Visa position peaked at $137K in Q4 2025.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.