TWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tanager Wealth Management's V Position: Q2 2026 in Review

Tanager Wealth Management increased its Visa (V) stake by 5.1% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,849 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #83.

Tanager Wealth Management first reported a position in V in Q4 2022 and has held it in 10 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tanager Wealth Management held 1,849 shares of Visa worth $634K as of Q2 2026.
  • Tanager Wealth Management bought 89 Visa shares in Q2 2026, an estimated $28.6K.
  • Visa made up 0.06% of Tanager Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Tanager Wealth Management first reported a position in Visa in Q4 2022 and has held it in 10 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.