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Tortoise Investment Management’s Visa V Stock Holding History

Tortoise Investment Management’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 		$373K Buy
1,087
+73
+7% +$23.4K 0.03% 192
2026
Q1 		$306K Buy
1,014
+63
+7% +$20.3K 0.03% 198
2025
Q4 		$334K Buy
951
+15
+2% +$5.11K 0.03% 186
2025
Q3 		$320K Buy
936
+48
+5% +$16.6K 0.03% 186
2025
Q2 		$315K Buy
888
+115
+15% +$40.1K 0.03% 177
2025
Q1 		$271K Sell
773
-326
-30% -$110K 0.03% 179
2024
Q4 		$347K Buy
1,099
+33
+3% +$9.92K 0.04% 174
2024
Q3 		$293K Buy
1,066
+51
+5% +$13.8K 0.03% 193
2024
Q2 		$266K Sell
1,015
-20
-2% -$5.48K 0.03% 187
2024
Q1 		$289K Buy
1,035
+59
+6% +$16.3K 0.04% 181
2023
Q4 		$254K Buy
976
+184
+23% +$45.4K 0.03% 188
2023
Q3 		$182K Buy
792
+12
+2% +$2.88K 0.03% 202
2023
Q2 		$185K Sell
780
-3
-0.4% -$687 0.03% 203
2023
Q1 		$177K Hold
783
– – 0.03% 203
2022
Q4 		$163K Sell
783
-4
-0.5% -$807 0.03% 205
2022
Q3 		$140K Buy
787
+29
+4% +$5.9K 0.03% 209
2022
Q2 		$149K Buy
758
+43
+6% +$8.89K 0.03% 194
2022
Q1 		$159K Sell
715
-1,200
-63% -$260K 0.03% 198
2021
Q4 		$415K Sell
1,915
-550
-22% -$118K 0.08% 128
2021
Q3 		$549K Buy
2,465
+625
+34% +$147K 0.11% 105
2021
Q2 		$430K Hold
1,840
– – 0.09% 118
2021
Q1 		$390K Hold
1,840
– – 0.09% 116
2020
Q4 		$402K Hold
1,840
– – 0.09% 108
2020
Q3 		$368K Hold
1,840
– – 0.09% 107
2020
Q2 		$355K Hold
1,840
– – 0.09% 99
2020
Q1 		$296K Sell
1,840
-350
-16% -$65.9K 0.09% 103
2019
Q4 		$412K Hold
2,190
– – 0.1% 100
2019
Q3 		$377K Sell
2,190
-320
-13% -$57K 0.1% 107
2019
Q2 		$436K Hold
2,510
– – 0.11% 98
2019
Q1 		$392K Hold
2,510
– – 0.1% 104
2018
Q4 		$331K Hold
2,510
– – 0.09% 115
2018
Q3 		$377K Hold
2,510
– – 0.1% 108
2018
Q2 		$332K Hold
2,510
– – 0.09% 115
2018
Q1 		$300K Hold
2,510
– – 0.08% 119
2017
Q4 		$286K Buy
2,510
+70
+3% +$7.73K 0.08% 120
2017
Q3 		$257K Buy
2,440
+2,000
+455% +$203K 0.08% 121
2017
Q2 		$41K Hold
440
– – 0.01% 239
2017
Q1 		$39K Sell
440
-200
-31% -$17.2K 0.01% 222
2016
Q4 		$50K Hold
640
– – 0.02% 199
2016
Q3 		$53K Buy
640
+300
+88% +$24K 0.02% 190
2016
Q2 		$25K Hold
340
– – 0.01% 244
2016
Q1 		$26K Sell
340
-64
-16% -$4.65K 0.01% 238
2015
Q4 		$31K Hold
404
– – 0.01% 238
2015
Q3 		$28K Sell
404
-408
-50% -$29.1K 0.01% 232
2015
Q2 		$55K Buy
812
+220
+37% +$14.9K 0.02% 201
2015
Q1 		$39K Buy
592
+120
+25% +$7.93K 0.01% 227
2014
Q4 		$31K Buy
+472
New +$28.4K 0.01% 249
2013
Q3 		– Sell
-240
Closed -$11K – 393
2013
Q2 		$11K Buy
+240
New +$10.5K 0.01% 225

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

Tortoise Investment Management's V Position: Q2 2026 in Review

Tortoise Investment Management increased its Visa (V) stake by 7.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,087 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #192.

Tortoise Investment Management first reported a position in V in Q2 2013 and has held it in 48 quarters since. The position peaked at $549K in Q3 2021. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tortoise Investment Management held 1,087 shares of Visa worth $373K as of Q2 2026.
  • Tortoise Investment Management bought 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #192 holding.
  • Tortoise Investment Management first reported a position in Visa in Q2 2013 and has held it in 48 quarters since.
  • Tortoise Investment Management's Visa position peaked at $549K in Q3 2021.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.