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Clarus Group’s Visa V Stock Holding History

Clarus Group’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 		$874K Sell
2,549
-339
-12% -$109K 0.3% 37
2026
Q1 		$873K Sell
2,888
-30
-1% -$9.65K 0.31% 36
2025
Q4 		$1.02M Sell
2,918
-114
-4% -$38.8K 0.37% 30
2025
Q3 		$1.04M Sell
3,032
-53
-2% -$18.3K 0.36% 30
2025
Q2 		$1.1M Buy
3,085
+22
+0.7% +$7.67K 0.4% 31
2025
Q1 		$1.07M Sell
3,063
-290
-9% -$98.1K 0.42% 26
2024
Q4 		$1.06M Sell
3,353
-498
-13% -$150K 0.38% 28
2024
Q3 		$1.06M Sell
3,851
-62
-2% -$16.8K 0.45% 30
2024
Q2 		$1.03M Buy
3,913
+1,712
+78% +$469K 0.45% 28
2024
Q1 		$614K Sell
2,201
-59
-3% -$16.3K 0.43% 42
2023
Q4 		$588K Sell
2,260
-204
-8% -$50.3K 0.45% 40
2023
Q3 		$567K Buy
2,464
+29
+1% +$6.97K 0.41% 47
2023
Q2 		$578K Buy
+2,435
New +$557K 0.42% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clarus Group's V Position: Q2 2026 in Review

Clarus Group reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $109K and leaving 2,549 shares worth $874K. The position accounts for 0.3% of the portfolio, ranked #37.

Clarus Group first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clarus Group held 2,549 shares of Visa worth $874K as of Q2 2026.
  • Clarus Group sold 339 Visa shares in Q2 2026, an estimated $109K.
  • Visa made up 0.3% of Clarus Group's portfolio in Q2 2026, its #37 holding.
  • Clarus Group first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • Clarus Group's Visa position peaked at $1.1M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.