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Tidemark’s Visa V Stock Holding History

Tidemark’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 		$231K Buy
674
+4
+0.6% +$1.28K 0.05% 146
2026
Q1 		$202K Buy
670
+103
+18% +$33.1K 0.05% 142
2025
Q4 		$199K Hold
567
– – 0.06% 129
2025
Q3 		$194K Buy
567
+12
+2% +$4.15K 0.06% 135
2025
Q2 		$197K Sell
555
-6
-1% -$2.09K 0.06% 120
2025
Q1 		$197K Hold
561
– – 0.07% 116
2024
Q4 		$177K Buy
561
+352
+168% +$106K 0.07% 116
2024
Q3 		$57.6K Hold
209
– – 0.02% 213
2024
Q2 		$55K Hold
209
– – 0.03% 197
2024
Q1 		$58.4K Buy
209
+14
+7% +$3.87K 0.03% 215
2023
Q4 		$50.8K Buy
+195
New +$48.1K 0.03% 220

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

Tidemark's V Position: Q2 2026 in Review

Tidemark increased its Visa (V) stake by 0.6% in Q2 2026, buying an estimated $1.28K and bringing the position to 674 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #146.

Tidemark first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tidemark held 674 shares of Visa worth $231K as of Q2 2026.
  • Tidemark bought 4 Visa shares in Q2 2026, an estimated $1.28K.
  • Visa made up 0.05% of Tidemark's portfolio in Q2 2026, its #146 holding.
  • Tidemark first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.