Clark Wealth Partners
V icon

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
Q3 		$667K Buy
1,856
+1,538
+484% +$562K 0.35% 42
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clark Wealth Partners's V Position: Q3 2026 in Review

Clark Wealth Partners increased its Visa (V) stake by 484% in Q3 2026, buying an estimated $562K and bringing the position to 1,856 shares worth $667K. The position accounts for 0.35% of the portfolio, ranked #42.

Clark Wealth Partners first reported a position in V in Q4 2024 and has held it in 8 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Clark Wealth Partners held 1,856 shares of Visa worth $667K as of Q3 2026.
  • Clark Wealth Partners bought 1,538 Visa shares in Q3 2026, an estimated $562K.
  • Visa made up 0.35% of Clark Wealth Partners's portfolio in Q3 2026, its #42 holding.
  • Clark Wealth Partners first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.