Are Dividend Stocks Tax-Efficient? 10 Picks by the Financial Media
Dividend stocks can be tax-efficient, but only in a qualified sense.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 9,775,952 | $6,925,871,728 | +3% | 2.35% |
| 2. | Bill & Melinda Gates Foundation Trust Michael Larson | 6,353,614 | $4,501,281,374 | 14.22% | |
| 3. | 2,032,900 | $1,440,228,334 | +46% | 0.23% | |
| 4. | 1,596,100 | $1,130,773,006 | +31% | 0.18% | |
| 5. | 400,000 | $283,384,008 | 0.48% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $876.84 | 250 | $219,210.00 | 8,206 | 2026-05-04 | Filing | |
| $568.86 | 300 | $170,658.00 | 7,947 | 2025-11-06 | Filing | |
| $320.70 | 375 | $120,262.50 | 6,653 | 2025-05-07 | Filing | |
| $318.48 | 100 | $31,848.00 | 3,165 | 2025-05-02 | Filing | |
| $365.57 | 100 | $36,557.00 | 3,053 | 2025-02-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $911.92 | 1,605 | $1,463,631.60 | 49,825 | 2026-05-14 | Filing | |
| $910.65 | 402 | $366,081.30 | 51,430 | 2026-05-14 | Filing | |
| $909.70 | 1,568 | $1,426,409.60 | 51,832 | 2026-05-14 | Filing | |
| $908.76 | 2,302 | $2,091,965.52 | 53,400 | 2026-05-14 | Filing | |
| $907.98 | 1,191 | $1,081,404.18 | 55,702 | 2026-05-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 131,102 | $139,610,520 | 0.76% | |
| 2. | 50,514 | $53,792,120 | 2% | |
| 3. | 48,566 | $51,717,933 | 1.67% | |
| 4. | 42,523 | $45,282,743 | 1.17% | |
| 5. | 41,651 | $44,354,551 | 0.27% |