Tanager Wealth Management
V icon

Tanager Wealth Management’s Visa V Stock Holding History

Tanager Wealth Management’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
Q3 		$758K Buy
2,109
+260
+14% +$95K 0.06% 72
2026
Q2 		$634K Buy
1,849
+89
+5% +$28.6K 0.06% 83
2026
Q1 		$532K Buy
1,760
+200
+13% +$64.3K 0.05% 80
2025
Q4 		$547K Sell
1,560
-83
-5% -$28.3K 0.05% 72
2025
Q3 		$561K Buy
1,643
+701
+74% +$243K 0.06% 73
2025
Q2 		$334K Sell
942
-184
-16% -$64.1K 0.04% 95
2025
Q1 		$395K Buy
1,126
+390
+53% +$132K 0.05% 79
2024
Q4 		$233K Sell
736
-53
-7% -$15.9K 0.03% 109
2024
Q3 		$217K Buy
+789
New +$213K 0.03% 100
2024
Q1 		– Sell
-779
Closed -$203K – 91
2023
Q4 		$203K Buy
+779
New +$192K 0.04% 79
2023
Q1 		– Sell
-1,350
Closed -$280K – 88
2022
Q4 		$280K Buy
+1,350
New +$272K 0.08% 60

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Tanager Wealth Management's V Position: Q3 2026 in Review

Tanager Wealth Management increased its Visa (V) stake by 14% in Q3 2026, buying an estimated $95K and bringing the position to 2,109 shares worth $758K. The position accounts for 0.06% of the portfolio, ranked #72.

Tanager Wealth Management first reported a position in V in Q4 2022 and has held it in 11 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Tanager Wealth Management held 2,109 shares of Visa worth $758K as of Q3 2026.
  • Tanager Wealth Management bought 260 Visa shares in Q3 2026, an estimated $95K.
  • Visa made up 0.06% of Tanager Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Tanager Wealth Management first reported a position in Visa in Q4 2022 and has held it in 11 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.