Lido Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.1M | Sell |
251,792
-1,550
| -0.6% | -$498K | 0.23% | 71 |
|
|
2025
Q4 | $87.1M | Buy |
253,342
+4,120
| +2% | +$1.4M | 0.26% | 56 |
|
|
2025
Q3 | $85.1M | Buy |
249,222
+41,965
| +20% | +$14.5M | 0.27% | 55 |
|
|
2025
Q2 | $73.6M | Buy |
207,257
+37,043
| +22% | +$12.9M | 0.29% | 51 |
|
|
2025
Q1 | $59.7M | Buy |
170,214
+34,254
| +25% | +$11.6M | 0.27% | 55 |
|
|
2024
Q4 | $43M | Buy |
135,960
+17,731
| +15% | +$5.33M | 0.2% | 64 |
|
|
2024
Q3 | $32.5M | Sell |
118,229
-1,377
| -1% | -$372K | 0.16% | 66 |
|
|
2024
Q2 | $31.4M | Buy |
119,606
+3,119
| +3% | +$855K | 0.17% | 59 |
|
|
2024
Q1 | $32.5M | Sell |
116,487
-7,245
| -6% | -$2M | 0.19% | 55 |
|
|
2023
Q4 | $32.2M | Buy |
123,732
+3,491
| +3% | +$860K | 0.22% | 48 |
|
|
2023
Q3 | $27.7M | Buy |
120,241
+2,164
| +2% | +$520K | 0.21% | 50 |
|
|
2023
Q2 | $28M | Buy |
118,077
+1,430
| +1% | +$327K | 0.2% | 55 |
|
|
2023
Q1 | $26.3M | Buy |
116,647
+55,370
| +90% | +$12.3M | 0.26% | 51 |
|
|
2022
Q4 | $12.7M | Sell |
61,277
-25,755
| -30% | -$5.19M | 0.16% | 75 |
|
|
2022
Q3 | $15.5M | Buy |
87,032
+2,679
| +3% | +$545K | 0.19% | 52 |
|
|
2022
Q2 | $16.6M | Buy |
84,353
+11,810
| +16% | +$2.44M | 0.22% | 50 |
|
|
2022
Q1 | $16.1M | Sell |
72,543
-5,876
| -7% | -$1.27M | 0.18% | 63 |
|
|
2021
Q4 | $17M | Sell |
78,419
-1,075
| -1% | -$231K | 0.19% | 61 |
|
|
2021
Q3 | $17.7M | Buy |
79,494
+8,410
| +12% | +$1.97M | 0.25% | 45 |
|
|
2021
Q2 | $16.6M | Buy |
71,084
+7,742
| +12% | +$1.77M | 0.23% | 52 |
|
|
2021
Q1 | $13.4M | Buy |
63,342
+16,429
| +35% | +$3.46M | 0.23% | 52 |
|
|
2020
Q4 | $10.3M | Buy |
46,913
+8,067
| +21% | +$1.65M | 0.21% | 61 |
|
|
2020
Q3 | $7.77M | Buy |
38,846
+205
| +0.5% | +$40.9K | 0.2% | 63 |
|
|
2020
Q2 | $7.46M | Buy |
38,641
+5,102
| +15% | +$932K | 0.23% | 51 |
|
|
2020
Q1 | $5.4M | Sell |
33,539
-435
| -1% | -$81.9K | 0.23% | 64 |
|
|
2019
Q4 | $6.38M | Buy |
33,974
+4,158
| +14% | +$749K | 0.25% | 61 |
|
|
2019
Q3 | $5.13M | Sell |
29,816
-234
| -0.8% | -$41.7K | 0.26% | 58 |
|
|
2019
Q2 | $5.21M | Buy |
30,050
+1,368
| +5% | +$224K | 0.3% | 53 |
|
|
2019
Q1 | $4.48M | Buy |
28,682
+5,619
| +24% | +$810K | 0.29% | 57 |
|
|
2018
Q4 | $3.04M | Buy |
23,063
+1,568
| +7% | +$217K | 0.3% | 51 |
|
|
2018
Q3 | $3.23M | Buy |
21,495
+3,954
| +23% | +$562K | 0.31% | 51 |
|
|
2018
Q2 | $2.32M | Buy |
17,541
+5,050
| +40% | +$650K | 0.27% | 58 |
|
|
2018
Q1 | $1.49M | Buy |
12,491
+1,624
| +15% | +$197K | 0.2% | 71 |
|
|
2017
Q4 | $1.24M | Buy |
10,867
+2,089
| +24% | +$231K | 0.18% | 72 |
|
|
2017
Q3 | $965K | Buy |
8,778
+437
| +5% | +$44.3K | 0.15% | 84 |
|
|
2017
Q2 | $782K | Buy |
8,341
+1,545
| +23% | +$143K | 0.16% | 78 |
|
|
2017
Q1 | $625K | Buy |
6,796
+2,829
| +71% | +$243K | 0.17% | 88 |
|
|
2016
Q4 | $309K | Buy |
3,967
+769
| +24% | +$61.8K | 0.08% | 129 |
|
|
2016
Q3 | $265K | Sell |
3,198
-1,328
| -29% | -$106K | 0.08% | 115 |
|
|
2016
Q2 | $336K | Sell |
4,526
-928
| -17% | -$72.7K | 0.1% | 99 |
|
|
2016
Q1 | $417K | Buy |
+5,454
| New | +$396K | 0.14% | 68 |
|
Other funds holding V
VCM
VPM
Lido Advisors's V Position: Q1 2026 in Review
Lido Advisors reduced its Visa (V) stake by 0.61% in Q1 2026, selling an estimated $498K and leaving 251,792 shares worth $76.1M. The position accounts for 0.23% of the portfolio, ranked #71.
Lido Advisors first reported a position in V in Q1 2016 and has held it in 41 quarters since. The position peaked at $87.1M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Lido Advisors held 251,792 shares of Visa worth $76.1M as of Q1 2026.
- Lido Advisors sold 1,550 Visa shares in Q1 2026, an estimated $498K.
- Visa made up 0.23% of Lido Advisors's portfolio in Q1 2026, its #71 holding.
- Lido Advisors first reported a position in Visa in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's Visa position peaked at $87.1M in Q4 2025.
- 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.