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
2026
Q1 		$2.15M Buy
7,100
+2,100
+42% +$675K 0.01% 686
2025
Q4 		$1.75M Hold
5,000
– – 0.01% 769
2025
Q3 		$1.71M Hold
5,000
– – 0.01% 736
2025
Q2 		$1.78M Buy
5,000
+3,900
+355% +$1.36M 0.01% 623
2025
Q1 		$386K Hold
1,100
– – ﹤0.01% 1107
2024
Q4 		$348K Sell
1,100
-1,100
-50% -$331K ﹤0.01% 1147
2024
Q3 		$605K Sell
2,200
-500
-19% -$135K ﹤0.01% 891
2024
Q2 		$709K Sell
2,700
-300
-10% -$82.2K ﹤0.01% 793
2024
Q1 		$837K Sell
3,000
-800
-21% -$221K ﹤0.01% 731
2023
Q4 		$989K Hold
3,800
– – 0.01% 621
2023
Q3 		$874K Buy
3,800
+1,000
+36% +$240K 0.01% 579
2023
Q2 		$665K Sell
2,800
-400
-13% -$91.5K ﹤0.01% 646
2023
Q1 		$721K Buy
3,200
+500
+19% +$111K 0.01% 558
2022
Q4 		$561K Sell
2,700
-500
-16% -$101K 0.01% 551
2022
Q3 		$568K Buy
3,200
+1,300
+68% +$265K 0.01% 517
2022
Q2 		$374K Buy
1,900
+500
+36% +$103K 0.01% 638
2022
Q1 		$310K Sell
1,400
-400
-22% -$86.5K ﹤0.01% 805
2021
Q4 		$390K Hold
1,800
– – ﹤0.01% 703
2021
Q3 		$400K Buy
1,800
+100
+6% +$23.4K 0.01% 661
2021
Q2 		$397K Hold
1,700
– – 0.01% 611
2021
Q1 		$359K Sell
1,700
-700
-29% -$147K 0.01% 605
2020
Q4 		$524K Buy
2,400
+900
+60% +$184K 0.01% 463
2020
Q3 		$299K Hold
1,500
– – 0.01% 489
2020
Q2 		$289K Hold
1,500
– – 0.01% 455
2020
Q1 		$241K Sell
1,500
-1,000
-40% -$188K 0.01% 471
2019
Q4 		$469K Buy
2,500
+1,200
+92% +$216K 0.02% 403
2019
Q3 		$223K Hold
1,300
– – 0.01% 528
2019
Q2 		$225K Hold
1,300
– – 0.01% 487
2019
Q1 		$203K Buy
+1,300
New +$187K 0.01% 497

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.