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Clearwater Capital Advisors’s Visa V Stock Holding History

Clearwater Capital 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
2025
Q1 		– Sell
-668
Closed -$211K – 177
2024
Q4 		$211K Buy
+668
New +$201K 0.02% 163
2018
Q2 		– Sell
-180
Closed -$22K – 536
2018
Q1 		$22K Buy
+180
New +$21.8K ﹤0.01% 378

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clearwater Capital Advisors's V Position: Q1 2025 in Review

Clearwater Capital Advisors sold out of Visa (V) in Q1 2025, closing a stake of 668 shares — an estimated $211K sold.

Clearwater Capital Advisors first reported a position in V in Q1 2018 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Clearwater Capital Advisors reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 668 Visa shares in Q1 2025, an estimated $211K.
  • Clearwater Capital Advisors first reported a position in Visa in Q1 2018 and held it in 2 quarters.
  • Clearwater Capital Advisors's Visa position peaked at $211K in Q4 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Clearwater Capital Advisors's 13F filing for Q1 2025, filed 8 May 2025.