Lido Advisors
V icon

Lido Advisors’s Visa V Stock Holding History

Lido 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
2024
Q3 		– Sell
-200
Closed -$52.5K – 1561
2024
Q2 		$52.5K Buy
+200
New +$54.8K ﹤0.01% 1376
2023
Q2 		– Sell
-400
Closed -$90.2K – 1306
2023
Q1 		$90.2K Sell
400
-400
-50% -$89K ﹤0.01% 1088
2022
Q4 		$166K Buy
+800
New +$161K ﹤0.01% 921

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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. 4,446 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.
  • 4,446 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.