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Clarus Wealth Advisors’s Visa V Stock Holding History

Clarus Wealth 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
2026
Q3 		$760K Sell
1,972
-131
-6% -$47.9K 0.28% 64
2026
Q2 		$731K Buy
2,103
+216
+11% +$69.3K 0.28% 63
2026
Q1 		$571K Buy
+1,887
New +$607K 0.24% 64
2025
Q4 		– Sell
-576
Closed -$202K – 91
2025
Q3 		$202K Hold
576
– – 0.09% 84
2025
Q2 		$204K Buy
+576
New +$201K 0.09% 86
2024
Q2 		– Sell
-1,329
Closed -$365K – 144
2024
Q1 		$365K Sell
1,329
-22
-2% -$6.07K 0.21% 92
2023
Q4 		$362K Buy
+1,351
New +$333K 0.21% 86
2023
Q2 		$380K Buy
1,609
+14
+0.9% +$3.2K 0.23% 84
2023
Q1 		$360K Buy
+1,595
New +$355K 0.23% 87
2021
Q4 		– Sell
-1,255
Closed -$281K – 120
2021
Q3 		$281K Buy
+1,255
New +$294K 0.17% 83
2021
Q2 		– Sell
-2,599
Closed -$578K – 135
2021
Q1 		$578K Sell
2,599
-96
-4% -$20.2K 0.36% 55
2020
Q4 		$574K Hold
2,695
– – 0.38% 49
2020
Q3 		$540K Buy
2,695
+82
+3% +$16.4K 0.42% 51
2020
Q2 		$507K Sell
2,613
-1,069
-29% -$195K 0.43% 49
2020
Q1 		$559K Sell
3,682
-49
-1% -$9.23K 0.56% 53
2019
Q4 		$721K Sell
3,731
-1,791
-32% -$323K 0.48% 60
2019
Q3 		$950K Buy
5,522
+3,470
+169% +$618K 0.69% 26
2019
Q2 		$356K Sell
2,052
-45
-2% -$7.37K 0.26% 70
2019
Q1 		$328K Sell
2,097
-342
-14% -$49.3K 0.25% 60
2018
Q4 		$322K Sell
2,439
-173
-7% -$23.9K 0.51% 34
2018
Q3 		$392K Sell
2,612
-148
-5% -$21K 0.26% 44
2018
Q2 		$330K Hold
2,760
– – 0.25% 43
2018
Q1 		$330K Buy
+2,760
New +$335K 0.3% 43

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Clarus Wealth Advisors's V Position: Q3 2026 in Review

Clarus Wealth Advisors reduced its Visa (V) stake by 6.2% in Q3 2026, selling an estimated $47.9K and leaving 1,972 shares worth $760K. The position accounts for 0.28% of the portfolio, ranked #64.

Clarus Wealth Advisors first reported a position in V in Q1 2018 and has held it in 23 quarters since. The position peaked at $950K in Q3 2019. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Clarus Wealth Advisors held 1,972 shares of Visa worth $760K as of Q3 2026.
  • Clarus Wealth Advisors sold 131 Visa shares in Q3 2026, an estimated $47.9K.
  • Visa made up 0.28% of Clarus Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Clarus Wealth Advisors first reported a position in Visa in Q1 2018 and has held it in 23 quarters since.
  • Clarus Wealth Advisors's Visa position peaked at $950K in Q3 2019.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.