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Tandem Wealth Advisors’s Visa V Stock Holding History

Tandem Wealth 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
Q2 		$577K Buy
1,681
+113
+7% +$36.3K 0.23% 40
2026
Q1 		$474K Buy
1,568
+202
+15% +$65K 0.21% 43
2025
Q4 		$479K Buy
1,366
+226
+20% +$77K 0.21% 40
2025
Q3 		$389K Buy
1,140
+103
+10% +$35.6K 0.19% 44
2025
Q2 		$368K Sell
1,037
-69
-6% -$24.1K 0.18% 38
2025
Q1 		$388K Buy
1,106
+15
+1% +$5.08K 0.2% 37
2024
Q4 		$345K Buy
1,091
+50
+5% +$15K 0.18% 42
2024
Q3 		$286K Sell
1,041
-602
-37% -$163K 0.15% 47
2024
Q2 		$431K Hold
1,643
– – 0.23% 28
2024
Q1 		$459K Hold
1,643
– – 0.25% 26
2023
Q4 		$428K Hold
1,643
– – 0.25% 25
2023
Q3 		$378K Buy
1,643
+11
+0.7% +$2.64K 0.23% 26
2023
Q2 		$388K Buy
1,632
+189
+13% +$43.3K 0.23% 26
2023
Q1 		$325K Sell
1,443
-31
-2% -$6.9K 0.2% 31
2022
Q4 		$306K Buy
+1,474
New +$297K 0.19% 35

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

Tandem Wealth Advisors's V Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Visa (V) stake by 7.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,681 shares worth $577K. The position accounts for 0.23% of the portfolio, ranked #40.

Tandem Wealth Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tandem Wealth Advisors held 1,681 shares of Visa worth $577K as of Q2 2026.
  • Tandem Wealth Advisors bought 113 Visa shares in Q2 2026, an estimated $36.3K.
  • Visa made up 0.23% of Tandem Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Tandem Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.