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Clear Harbor Asset Management’s Visa V Stock Holding History

Clear Harbor Asset Management’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 		$11.8M Buy
34,319
+767
+2% +$246K 0.73% 26
2026
Q1 		$10.1M Buy
33,552
+199
+0.6% +$64K 0.7% 32
2025
Q4 		$11.7M Buy
33,353
+518
+2% +$176K 0.79% 28
2025
Q3 		$11.2M Sell
32,835
-309
-0.9% -$107K 0.78% 27
2025
Q2 		$11.8M Sell
33,144
-286
-0.9% -$99.7K 0.88% 26
2025
Q1 		$11.7M Buy
33,430
+1,947
+6% +$659K 0.93% 25
2024
Q4 		$9.95M Buy
31,483
+1,475
+5% +$444K 0.79% 29
2024
Q3 		$8.25M Buy
30,008
+501
+2% +$135K 0.67% 33
2024
Q2 		$7.74M Buy
29,507
+205
+0.7% +$56.2K 0.66% 34
2024
Q1 		$8.18M Buy
29,302
+1,159
+4% +$320K 0.71% 31
2023
Q4 		$7.33M Buy
28,143
+2,178
+8% +$537K 0.67% 32
2023
Q3 		$5.97M Buy
25,965
+285
+1% +$68.5K 0.62% 34
2023
Q2 		$6.1M Buy
25,680
+10,300
+67% +$2.36M 0.6% 36
2023
Q1 		$3.47M Buy
15,380
+14,130
+1,130% +$3.15M 0.36% 65
2022
Q4 		$260K Buy
1,250
+50
+4% +$10.1K 0.03% 283
2022
Q3 		$213K Sell
1,200
-109
-8% -$22.2K 0.03% 307
2022
Q2 		$258K Buy
1,309
+109
+9% +$22.5K 0.03% 299
2022
Q1 		$266K Hold
1,200
– – 0.03% 308
2021
Q4 		$260K Hold
1,200
– – 0.03% 325
2021
Q3 		$267K Buy
1,200
+30
+3% +$7.04K 0.01% 311
2021
Q2 		$274K Sell
1,170
-3,266
-74% -$747K 0.03% 293
2021
Q1 		$939K Buy
4,436
+120
+3% +$25.3K 0.12% 144
2020
Q4 		$944K Buy
4,316
+40
+0.9% +$8.19K 0.14% 121
2020
Q3 		$855K Sell
4,276
-55
-1% -$11K 0.15% 110
2020
Q2 		$837K Buy
+4,331
New +$791K 0.16% 109
2020
Q1 		– Sell
-931
Closed -$175K – 658
2019
Q4 		$175K Buy
+931
New +$168K 0.03% 274

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

Clear Harbor Asset Management's V Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $246K and bringing the position to 34,319 shares worth $11.8M. The position accounts for 0.73% of the portfolio, ranked #26.

Clear Harbor Asset Management first reported a position in V in Q4 2019 and has held it in 26 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clear Harbor Asset Management held 34,319 shares of Visa worth $11.8M as of Q2 2026.
  • Clear Harbor Asset Management bought 767 Visa shares in Q2 2026, an estimated $246K.
  • Visa made up 0.73% of Clear Harbor Asset Management's portfolio in Q2 2026, its #26 holding.
  • Clear Harbor Asset Management first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.