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Clune & Associates’s Visa V Stock Holding History

Clune & Associates’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 		$525K Sell
1,530
-135
-8% -$43.3K 0.08% 115
2026
Q1 		$503K Hold
1,665
– – 0.09% 114
2025
Q4 		$584K Buy
1,665
+16
+1% +$5.45K 0.13% 109
2025
Q3 		$563K Sell
1,649
-50
-3% -$17.3K 0.14% 103
2025
Q2 		$603K Buy
1,699
+95
+6% +$33.1K 0.17% 100
2025
Q1 		$562K Hold
1,604
– – 0.17% 100
2024
Q4 		$507K Buy
+1,604
New +$482K 0.17% 100

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

Clune & Associates's V Position: Q2 2026 in Review

Clune & Associates reduced its Visa (V) stake by 8.1% in Q2 2026, selling an estimated $43.3K and leaving 1,530 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #115.

Clune & Associates first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Clune & Associates held 1,530 shares of Visa worth $525K as of Q2 2026.
  • Clune & Associates sold 135 Visa shares in Q2 2026, an estimated $43.3K.
  • Visa made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #115 holding.
  • Clune & Associates first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Visa position peaked at $603K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.