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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Tandem Wealth Advisors increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $65K and bringing the position to 1,568 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #43.

Tandem Wealth Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $479K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Tandem Wealth Advisors held 1,568 shares of Visa worth $474K as of Q1 2026.
Tandem Wealth Advisors bought 202 Visa shares in Q1 2026, an estimated $65K.
Visa made up 0.21% of Tandem Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Tandem Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's Visa position peaked at $479K in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.