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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
Q3 		$283K Sell
787
-743
-49% -$272K 0.04% 135
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Clune & Associates's V Position: Q3 2026 in Review

Clune & Associates reduced its Visa (V) stake by 49% in Q3 2026, selling an estimated $272K and leaving 787 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #135.

Clune & Associates first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $603K in Q2 2025. 792 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Clune & Associates held 787 shares of Visa worth $283K as of Q3 2026.
  • Clune & Associates sold 743 Visa shares in Q3 2026, an estimated $272K.
  • Visa made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #135 holding.
  • Clune & Associates first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's Visa position peaked at $603K in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.