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

Lido Advisors's V Position: Q2 2026 in Review

Lido Advisors increased its Visa (V) stake by 5.6% in Q2 2026, buying an estimated $4.54M and bringing the position to 265,941 shares worth $91.2M. The position accounts for 0.25% of the portfolio, ranked #62.

Lido Advisors first reported a position in V in Q1 2016 and has held it in 42 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lido Advisors held 265,941 shares of Visa worth $91.2M as of Q2 2026.
  • Lido Advisors bought 14,149 Visa shares in Q2 2026, an estimated $4.54M.
  • Visa made up 0.25% of Lido Advisors's portfolio in Q2 2026, its #62 holding.
  • Lido Advisors first reported a position in Visa in Q1 2016 and has held it in 42 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.