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Clear Trail Advisors’s Visa V Stock Holding History

Clear Trail 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
Q2 		$4.03M Sell
11,736
-2,640
-18% -$848K 0.61% 43
2026
Q1 		$4.35M Sell
14,376
-801
-5% -$258K 0.72% 42
2025
Q4 		$5.32M Buy
+15,177
New +$5.17M 1.23% 20

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 Trail Advisors's V Position: Q2 2026 in Review

Clear Trail Advisors reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $848K and leaving 11,736 shares worth $4.03M. The position accounts for 0.61% of the portfolio, ranked #43.

Clear Trail Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.32M in Q4 2025. 4,541 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clear Trail Advisors held 11,736 shares of Visa worth $4.03M as of Q2 2026.
  • Clear Trail Advisors sold 2,640 Visa shares in Q2 2026, an estimated $848K.
  • Visa made up 0.61% of Clear Trail Advisors's portfolio in Q2 2026, its #43 holding.
  • Clear Trail Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Visa position peaked at $5.32M in Q4 2025.
  • 4,541 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.