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
2022 Q1	–	Sell	-1,500	Closed	-$3K	–	699
2021 Q4	$3K	Hold	1,500	–	–	﹤0.01%	600
2021 Q3	$11K	Hold	1,500	–	–	﹤0.01%	461
2021 Q2	$10K	Hold	1,500	–	–	﹤0.01%	469
2021 Q1	$5K	Hold	1,500	–	–	﹤0.01%	506
2020 Q4	$12K	Hold	1,500	–	–	﹤0.01%	402
2020 Q3	$9K	Hold	1,500	–	–	﹤0.01%	394
2020 Q2	$20K	Hold	1,500	–	–	0.01%	301
2020 Q1	$39K	Hold	1,500	–	–	0.01%	244
2019 Q4	$1K	Buy	+1,500	New	+$270K	﹤0.01%	581

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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. 3,219 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.
3,219 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.