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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Claro Advisors's V Position: Q2 2026 in Review

Claro Advisors reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $38.5K and leaving 6,689 shares worth $2.29M. The position accounts for 0.24% of the portfolio, ranked #71.

Claro Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.41M in Q1 2025. 4,573 funds tracked by Wall St. Rank hold V as of Q2 2026.

Claro Advisors held 6,689 shares of Visa worth $2.29M as of Q2 2026.
Claro Advisors sold 120 Visa shares in Q2 2026, an estimated $38.5K.
Visa made up 0.24% of Claro Advisors's portfolio in Q2 2026, its #71 holding.
Claro Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
Claro Advisors's Visa position peaked at $3.41M in Q1 2025.
4,573 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.