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Tandem Investment Advisors’s Visa V Stock Holding History

Tandem Investment 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 		$55.4M Sell
183,330
-233,768
-56% -$75.2M 2.72% 19
2025
Q4 		$146M Sell
417,098
-18,803
-4% -$6.41M 5.45% 1
2025
Q3 		$149M Buy
435,901
+4,766
+1% +$1.65M 5.08% 2
2025
Q2 		$153M Buy
431,135
+30,324
+8% +$10.6M 5.36% 1
2025
Q1 		$140M Sell
400,811
-9,673
-2% -$3.27M 4.9% 2
2024
Q4 		$130M Sell
410,484
-11,660
-3% -$3.51M 4.91% 2
2024
Q3 		$116M Buy
422,144
+612
+0.1% +$165K 4.4% 4
2024
Q2 		$111M Buy
421,532
+15,242
+4% +$4.18M 4.4% 2
2024
Q1 		$113M Buy
406,290
+16,450
+4% +$4.54M 4.39% 2
2023
Q4 		$101M Sell
389,840
-16,632
-4% -$4.1M 4.06% 3
2023
Q3 		$93.5M Buy
406,472
+39,095
+11% +$9.4M 3.95% 4
2023
Q2 		$87.2M Buy
367,377
+30,999
+9% +$7.09M 3.83% 5
2023
Q1 		$75.8M Buy
336,378
+15,512
+5% +$3.45M 3.64% 7
2022
Q4 		$66.7M Buy
320,866
+9,789
+3% +$1.97M 3.44% 10
2022
Q3 		$55.3M Buy
311,077
+62,875
+25% +$12.8M 3.15% 11
2022
Q2 		$48.9M Buy
248,202
+56,130
+29% +$11.6M 2.88% 16
2022
Q1 		$42.6M Buy
192,072
+189,799
+8,350% +$41.1M 2.61% 23
2021
Q4 		$493K Buy
2,273
+597
+36% +$128K 0.03% 55
2021
Q3 		$373K Buy
1,676
+291
+21% +$68.2K 0.03% 58
2021
Q2 		$324K Sell
1,385
-173
-11% -$39.5K 0.03% 58
2021
Q1 		$330K Buy
1,558
+4
+0.3% +$842 0.03% 59
2020
Q4 		$340K Buy
1,554
+538
+53% +$110K 0.04% 56
2020
Q3 		$203K Buy
+1,016
New +$203K 0.02% 69

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

Tandem Investment Advisors's V Position: Q1 2026 in Review

Tandem Investment Advisors reduced its Visa (V) stake by 56% in Q1 2026, selling an estimated $75.2M and leaving 183,330 shares worth $55.4M. The position accounts for 2.72% of the portfolio, ranked #19.

Tandem Investment Advisors first reported a position in V in Q3 2020 and has held it in 23 quarters since. The position peaked at $153M in Q2 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tandem Investment Advisors held 183,330 shares of Visa worth $55.4M as of Q1 2026.
  • Tandem Investment Advisors sold 233,768 Visa shares in Q1 2026, an estimated $75.2M.
  • Visa made up 2.72% of Tandem Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Tandem Investment Advisors first reported a position in Visa in Q3 2020 and has held it in 23 quarters since.
  • Tandem Investment Advisors's Visa position peaked at $153M in Q2 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.