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Matthew Hamilton Rosenberg’s Visa V Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		$606K Buy
1,767
+120
+7% +$38.5K 0.11% 91
2026
Q1 		$498K Sell
1,647
-63
-4% -$20.3K 0.1% 90
2025
Q4 		$600K Buy
1,710
+161
+10% +$54.9K 0.12% 79
2025
Q3 		$529K Hold
1,549
– – 0.11% 82
2025
Q2 		$550K Sell
1,549
-17
-1% -$5.92K 0.13% 76
2025
Q1 		$549K Buy
1,566
+34
+2% +$11.5K 0.14% 71
2024
Q4 		$484K Sell
1,532
-104
-6% -$31.3K 0.13% 76
2024
Q3 		$450K Sell
1,636
-43
-3% -$11.6K 0.12% 82
2024
Q2 		$442K Buy
1,679
+23
+1% +$6.3K 0.13% 75
2024
Q1 		$461K Sell
1,656
-96
-5% -$26.5K 0.13% 78
2023
Q4 		$456K Buy
1,752
+65
+4% +$16K 0.14% 72
2023
Q3 		$388K Hold
1,687
– – 0.13% 79
2023
Q2 		$401K Buy
1,687
+9
+0.5% +$2.06K 0.14% 82
2023
Q1 		$378K Buy
1,678
+15
+0.9% +$3.34K 0.12% 92
2022
Q4 		$346K Hold
1,663
– – 0.12% 104
2022
Q3 		$295K Buy
1,663
+77
+5% +$15.7K 0.11% 107
2022
Q2 		$316K Sell
1,586
-452
-22% -$93.4K 0.12% 104
2022
Q1 		$452K Sell
2,038
-23
-1% -$4.97K 0.16% 83
2021
Q4 		$447K Sell
2,061
-153
-7% -$32.8K 0.16% 74
2021
Q3 		$493K Buy
2,214
+639
+41% +$150K 0.19% 61
2021
Q2 		$368K Sell
1,575
-128
-8% -$29.3K 0.19% 61
2021
Q1 		$361K Hold
1,703
– – 0.21% 57
2020
Q4 		$372K Hold
1,703
– – 0.23% 48
2020
Q3 		$341K Hold
1,703
– – 0.25% 49
2020
Q2 		$329K Buy
1,703
+188
+12% +$34.3K 0.26% 45
2020
Q1 		$245K Buy
+1,515
New +$285K 0.24% 46

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Matthew Hamilton Rosenberg's V Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Visa (V) stake by 7.3% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,767 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #91.

Matthew Hamilton Rosenberg first reported a position in V in Q1 2020 and has held it in 26 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,767 shares of Visa worth $606K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 120 Visa shares in Q2 2026, an estimated $38.5K.
  • Visa made up 0.11% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #91 holding.
  • Matthew Hamilton Rosenberg first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.