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Matthew Hamilton Rosenberg’s Idacorp IDA Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$392 Hold
3
– – ﹤0.01% 805
2026
Q2 		$454 Hold
3
– – ﹤0.01% 776
2026
Q1 		$429 Hold
3
– – ﹤0.01% 784
2025
Q4 		$380 Hold
3
– – ﹤0.01% 787
2025
Q3 		$396 Hold
3
– – ﹤0.01% 789
2025
Q2 		$346 Hold
3
– – ﹤0.01% 818
2025
Q1 		$349 Buy
+3
New +$336 ﹤0.01% 805

Other funds holding IDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's IDA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Idacorp (IDA) position steady in Q3 2026 at 3 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Matthew Hamilton Rosenberg first reported a position in IDA in Q1 2025 and has held it in 7 quarters since. The position peaked at $454 in Q2 2026. 17 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3 shares of Idacorp worth $392 as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Idacorp share count unchanged in Q3 2026.
  • Idacorp made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #805 holding.
  • Matthew Hamilton Rosenberg first reported a position in Idacorp in Q1 2025 and has held it in 7 quarters since.
  • Matthew Hamilton Rosenberg's Idacorp position peaked at $454 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.