TCWM
V icon

Total Clarity Wealth Management’s Visa V Stock Holding History

Total Clarity 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 		$936K Buy
2,727
+1,223
+81% +$393K 0.18% 136
2026
Q1 		$455K Sell
1,504
-256
-15% -$82.3K 0.11% 187
2025
Q4 		$617K Sell
1,760
-82
-4% -$27.9K 0.15% 155
2025
Q3 		$629K Sell
1,842
-4
-0.2% -$1.38K 0.17% 152
2025
Q2 		$656K Buy
1,846
+178
+11% +$62K 0.19% 129
2025
Q1 		$527K Hold
1,668
– – 0.17% 144
2024
Q4 		$527K Buy
1,668
+100
+6% +$30.1K 0.17% 145
2024
Q3 		$431K Sell
1,568
-139
-8% -$37.6K 0.14% 154
2024
Q2 		$448K Sell
1,707
-42
-2% -$11.5K 0.16% 146
2024
Q1 		$488K Buy
1,749
+25
+1% +$6.9K 0.17% 149
2023
Q4 		$449K Sell
1,724
-62
-3% -$15.3K 0.18% 138
2023
Q3 		$411K Sell
1,786
-87
-5% -$20.9K 0.2% 128
2023
Q2 		$445K Buy
1,873
+434
+30% +$99.3K 0.22% 116
2023
Q1 		$324K Sell
1,439
-1,638
-53% -$365K 0.18% 121
2022
Q4 		$639K Buy
3,077
+338
+12% +$68.2K 0.33% 81
2022
Q3 		$487K Buy
2,739
+52
+2% +$10.6K 0.3% 87
2022
Q2 		$529K Buy
2,687
+236
+10% +$48.8K 0.27% 87
2022
Q1 		$544K Buy
2,451
+9
+0.4% +$1.95K 0.3% 92
2021
Q4 		$529K Sell
2,442
-85
-3% -$18.2K 0.24% 97
2021
Q3 		$563K Buy
2,527
+218
+9% +$51.1K 0.27% 93
2021
Q2 		$540K Sell
2,309
-49
-2% -$11.2K 0.3% 98
2021
Q1 		$499K Buy
2,358
+235
+11% +$49.5K 0.29% 87
2020
Q4 		$465K Buy
2,123
+43
+2% +$8.8K 0.32% 86
2020
Q3 		$416K Buy
2,080
+19
+0.9% +$3.79K 0.36% 80
2020
Q2 		$398K Buy
2,061
+207
+11% +$37.8K 0.37% 76
2020
Q1 		$299K Sell
1,854
-181
-9% -$34.1K 0.46% 72
2019
Q4 		$382K Buy
+2,035
New +$367K 0.29% 77

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

Total Clarity Wealth Management's V Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Visa (V) stake by 81% in Q2 2026, buying an estimated $393K and bringing the position to 2,727 shares worth $936K. The position accounts for 0.18% of the portfolio, ranked #136.

Total Clarity Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Total Clarity Wealth Management held 2,727 shares of Visa worth $936K as of Q2 2026.
  • Total Clarity Wealth Management bought 1,223 Visa shares in Q2 2026, an estimated $393K.
  • Visa made up 0.18% of Total Clarity Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Total Clarity Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.