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
Q2 | $7.27M | Buy |
21,200
+14,100
| +199% | +$4.53M | 0.02% | 416 |
|
|
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
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.