Claro Advisors’s Visa V Stock Holding History

Claro 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
2019 Q1	–	Sell	-300	Closed	-$2K	–	896
2018 Q4	$2K	Buy	+300	New	+$41.4K	﹤0.01%	946

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Claro Advisors's V Position: Q1 2026 in Review

Claro Advisors increased its Visa (V) stake by 18% in Q1 2026, buying an estimated $340K and bringing the position to 6,809 shares worth $2.06M. The position accounts for 0.25% of the portfolio, ranked #75.

Claro Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.41M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Claro Advisors held 6,809 shares of Visa worth $2.06M as of Q1 2026.
Claro Advisors bought 1,058 Visa shares in Q1 2026, an estimated $340K.
Visa made up 0.25% of Claro Advisors's portfolio in Q1 2026, its #75 holding.
Claro Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
Claro Advisors's Visa position peaked at $3.41M in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.