Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$336K Sell
980
-30
-3% -$9.63K 0.11% 45
2026
Q1
$305K Buy
1,010
+31
+3% +$9.97K 0.11% 48
2025
Q4
$343K Sell
979
-218
-18% -$74.3K 0.12% 41
2025
Q3
$409K Buy
1,197
+3
+0.3% +$1.04K 0.15% 37
2025
Q2
$425K Sell
1,194
-229
-16% -$79.8K 0.16% 31
2025
Q1
$499K Buy
1,423
+196
+16% +$66.3K 0.21% 28
2024
Q4
$388K Sell
1,227
-13
-1% -$3.91K 0.16% 34
2024
Q3
$341K Buy
1,240
+16
+1% +$4.33K 0.14% 34
2024
Q2
$321K Sell
1,224
-42
-3% -$11.5K 0.14% 33
2024
Q1
$353K Hold
1,266
0.16% 33
2023
Q4
$330K Sell
1,266
-80
-6% -$19.7K 0.17% 36
2023
Q3
$310K Hold
1,346
0.17% 37
2023
Q2
$320K Buy
1,346
+25
+2% +$5.72K 0.17% 36
2023
Q1
$298K Sell
1,321
-15
-1% -$3.34K 0.17% 35
2022
Q4
$278K Sell
1,336
-10
-0.7% -$2.02K 0.16% 42
2022
Q3
$239K Sell
1,346
-949
-41% -$193K 0.15% 42
2022
Q2
$452K Sell
2,295
-57
-2% -$11.8K 0.28% 31
2022
Q1
$522K Buy
2,352
+31
+1% +$6.71K 0.3% 26
2021
Q4
$503K Hold
2,321
0.32% 27
2021
Q3
$517K Hold
2,321
0.39% 23
2021
Q2
$543K Sell
2,321
-73
-3% -$16.7K 0.58% 23
2021
Q1
$507K Buy
2,394
+80
+3% +$16.8K 0.63% 16
2020
Q4
$506K Sell
2,314
-25
-1% -$5.12K 0.68% 14
2020
Q3
$468K Buy
2,339
+20
+0.9% +$4K 0.87% 12
2020
Q2
$448K Buy
2,319
+24
+1% +$4.38K 0.91% 14
2020
Q1
$370K Sell
2,295
-1,067
-32% -$201K 0.42% 21
2019
Q4
$632K Buy
3,362
+1
+0% +$180 0.51% 18
2019
Q3
$578K Sell
3,361
-885
-21% -$158K 0.49% 17
2019
Q2
$737K Buy
4,246
+1
+0% +$164 0.62% 13
2019
Q1
$663K Sell
4,245
-303
-7% -$43.7K 0.58% 14
2018
Q4
$600K Sell
4,548
-67
-1% -$9.25K 0.53% 19
2018
Q3
$693K Buy
4,615
+6
+0.1% +$853 0.48% 20
2018
Q2
$610K Buy
4,609
+2
+0% +$257 0.43% 21
2018
Q1
$551K Buy
4,607
+22
+0.5% +$2.67K 0.4% 24
2017
Q4
$523K Buy
4,585
+202
+5% +$22.3K 0.4% 27
2017
Q3
$461K Sell
4,383
-3,173
-42% -$322K 0.36% 28
2017
Q2
$709K Sell
7,556
-169
-2% -$15.7K 0.56% 27
2017
Q1
$687K Buy
7,725
+2
+0% +$172 0.54% 26
2016
Q4
$603K Buy
7,723
+2
+0% +$161 0.47% 30
2016
Q3
$639K Buy
7,721
+326
+4% +$26.1K 0.54% 26
2016
Q2
$548K Buy
7,395
+2
+0% +$157 0.46% 28
2016
Q1
$565K Sell
7,393
-203
-3% -$14.7K 0.48% 29
2015
Q4
$589K Buy
+7,596
New +$588K 0.56% 25

Other funds holding V

Tiller Private Wealth's V Position: Q2 2026 in Review

Tiller Private Wealth reduced its Visa (V) stake by 3% in Q2 2026, selling an estimated $9.63K and leaving 980 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #45.

Tiller Private Wealth first reported a position in V in Q4 2015 and has held it in 43 quarters since. The position peaked at $737K in Q2 2019. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tiller Private Wealth held 980 shares of Visa worth $336K as of Q2 2026.
  • Tiller Private Wealth sold 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 0.11% of Tiller Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Tiller Private Wealth first reported a position in Visa in Q4 2015 and has held it in 43 quarters since.
  • Tiller Private Wealth's Visa position peaked at $737K in Q2 2019.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.