Clear Retirement Advice’s Visa V Stock Holding History

Clear Retirement Advice’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	$687K	Hold	2,003	–	–	0.47%	28
2026 Q1	$605K	Buy	2,003 +89	+5%	+$28.6K	0.48%	27
2025 Q4	$632K	Buy	+1,914	New	+$652K	0.49%	29

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

Clear Retirement Advice's V Position: Q2 2026 in Review

Clear Retirement Advice held its Visa (V) position steady in Q2 2026 at 2,003 shares worth $687K. The position accounts for 0.47% of the portfolio, ranked #28.

Clear Retirement Advice first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Clear Retirement Advice held 2,003 shares of Visa worth $687K as of Q2 2026.
Clear Retirement Advice left its Visa share count unchanged in Q2 2026.
Visa made up 0.47% of Clear Retirement Advice's portfolio in Q2 2026, its #28 holding.
Clear Retirement Advice first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.