CWM
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Clearview Wealth Management’s Visa V Stock Holding History

Clearview Wealth 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 		$1.13M Buy
3,297
+18
+0.5% +$5.78K 0.73% 28
2026
Q1 		$991K Buy
+3,279
New +$1.05M 0.7% 29

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

Clearview Wealth Management's V Position: Q2 2026 in Review

Clearview Wealth Management increased its Visa (V) stake by 0.55% in Q2 2026, buying an estimated $5.78K and bringing the position to 3,297 shares worth $1.13M. The position accounts for 0.73% of the portfolio, ranked #28.

Clearview Wealth Management first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clearview Wealth Management held 3,297 shares of Visa worth $1.13M as of Q2 2026.
  • Clearview Wealth Management bought 18 Visa shares in Q2 2026, an estimated $5.78K.
  • Visa made up 0.73% of Clearview Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Clearview Wealth Management first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.