TIFF Advisory Services’s Visa V Stock Holding History

TIFF Advisory Services’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	$2.92M	Sell	9,647 -188	-2%	-$60.5K	0.66%	18
2025 Q4	$3.45M	Sell	9,835 -187	-2%	-$63.7K	0.59%	13
2025 Q3	$3.42M	Buy	+10,022	New	+$3.47M	0.71%	15
2024 Q3	–	Sell	-23,935	Closed	-$6.28M	–	24
2024 Q2	$6.28M	Sell	23,935 -178	-0.7%	-$48.8K	2.17%	17
2024 Q1	$6.73M	Buy	24,113 +1,233	+5%	+$340K	2.94%	11
2023 Q4	$5.96M	Buy	+22,880	New	+$5.64M	2.82%	13
2021 Q4	–	Sell	-87,803	Closed	-$19.6M	–	17
2021 Q3	$19.6M	Buy	87,803 +7,211	+9%	+$1.69M	6.19%	2
2021 Q2	$18.8M	Sell	80,592 -6,533	-7%	-$1.49M	5.37%	8
2021 Q1	$18.4M	Buy	87,125 +15,249	+21%	+$3.21M	5.61%	9
2020 Q4	$15.7M	Hold	71,876	–	–	5.16%	8
2020 Q3	$14.4M	Sell	71,876 -2,191	-3%	-$438K	6.98%	6
2020 Q2	$14.3M	Sell	74,067 -4,097	-5%	-$748K	7.85%	7
2020 Q1	$12.6M	Sell	78,164 -15,136	-16%	-$2.85M	8.33%	5
2019 Q4	$17.5M	Buy	+93,300	New	+$16.8M	7.81%	4

Other funds holding V

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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