TWM
V icon

Tortuga Wealth Management’s Visa V Stock Holding History

Tortuga Wealth 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
Q1 		$221K Buy
730
+94
+15% +$30.2K 0.21% 100
2025
Q4 		$223K Buy
+636
New +$217K 0.24% 85

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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

Tortuga Wealth Management's V Position: Q1 2026 in Review

Tortuga Wealth Management increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $30.2K and bringing the position to 730 shares worth $221K. The position accounts for 0.21% of the portfolio, ranked #100.

Tortuga Wealth Management first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Tortuga Wealth Management held 730 shares of Visa worth $221K as of Q1 2026.
  • Tortuga Wealth Management bought 94 Visa shares in Q1 2026, an estimated $30.2K.
  • Visa made up 0.21% of Tortuga Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Tortuga Wealth Management first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Visa position peaked at $223K in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.