St. Clair Advisors’s Visa V Stock Holding History

St. Clair 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	$886K	Hold	2,583	–	–	0.23%	51
2026 Q1	$781K	Hold	2,583	–	–	0.21%	55
2025 Q4	$906K	Hold	2,583	–	–	0.23%	51
2025 Q3	$882K	Hold	2,583	–	–	0.23%	49
2025 Q2	$917K	Hold	2,583	–	–	0.24%	47
2025 Q1	$905K	Hold	2,583	–	–	0.25%	48
2024 Q4	$816K	Hold	2,583	–	–	0.23%	50
2024 Q3	$710K	Hold	2,583	–	–	0.2%	52
2024 Q2	$678K	Hold	2,583	–	–	0.22%	51
2024 Q1	$721K	Buy	2,583 +543	+27%	+$150K	0.23%	50
2023 Q4	$531K	Hold	2,040	–	–	0.18%	62
2023 Q3	$469K	Buy	2,040 +489	+32%	+$118K	0.19%	60
2023 Q2	$368K	Buy	1,551 +608	+64%	+$139K	0.14%	70
2023 Q1	$213K	Buy	+943	New	+$210K	0.09%	77

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

St. Clair Advisors's V Position: Q2 2026 in Review

St. Clair Advisors held its Visa (V) position steady in Q2 2026 at 2,583 shares worth $886K. The position accounts for 0.23% of the portfolio, ranked #51.

St. Clair Advisors first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $917K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold V as of Q2 2026.

St. Clair Advisors held 2,583 shares of Visa worth $886K as of Q2 2026.
St. Clair Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.23% of St. Clair Advisors's portfolio in Q2 2026, its #51 holding.
St. Clair Advisors first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
St. Clair Advisors's Visa position peaked at $917K in Q2 2025.
1,197 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.