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. | 26,300 | $1,326,046 | +5% | 0% | |
| 2. | Savoir Faire Capital Management Brian M. Crombie | 22,380 | $1,128,400 | -65% | 0.7% |
| 3. | Walleye Capital Will England | 19,089 | $962,467 | +4% | 0% |
| 4. | 6,600 | $332,772 | -78% | 0% | |
| 5. | Motley Fool Asset Management Bryan Hinmon | 4,543 | $229,058 | +3% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.21 | 1,100 | $55,227.37 | 1,100 | 2026-07-23 | Filing | |
| $52.98 | 2,000 | $105,960.00 | 2,906 | 2026-04-10 | Filing | |
| $99.62 | 2,500 | $249,050.00 | 2,500 | 2017-05-03 | Filing | |
| $71.77 | 1,000 | $71,770.00 | 1,310 | 2014-06-30 | Filing | |
| $64.40 | 310 | $19,963.38 | 310 | 2014-01-31 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.63 | 50,000 | $3,581,500.00 | 296,992 | 2026-02-12 | Filing | |
| $67.92 | 5,000 | $339,600.00 | 43,029 | 2026-02-09 | Filing | |
| $67.09 | 5,000 | $335,450.00 | 31,596 | 2026-02-05 | Filing | |
| $63.85 | 5,000 | $319,250.00 | 31,596 | 2026-02-03 | Filing | |
| $67.43 | 50,000 | $3,371,500.00 | 246,762 | 2026-01-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,230,202 | $364,584,623 | 0.32% | |
| 2. | 1,419,401 | $71,566,165 | 0.01% | |
| 3. | 1,306,700 | $65,870,747 | 0.28% | |
| 4. | 934,176 | $47,101,154 | 0.49% | |
| 5. | 912,914 | $46,029,104 | 0.01% |