MBFW
V icon

Morton Brown Family Wealth’s Visa V Stock Holding History

Morton Brown Family Wealth’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 		$10.6K Buy
31
+13
+72% +$4.17K ﹤0.01% 195
2026
Q1 		$5.44K Hold
18
– – ﹤0.01% 220
2025
Q4 		$6.31K Buy
18
+8
+80% +$2.73K ﹤0.01% 215
2025
Q3 		$3.41K Sell
10
-20
-67% -$6.92K ﹤0.01% 226
2025
Q2 		$10.7K Hold
30
– – ﹤0.01% 187
2025
Q1 		$10.5K Buy
30
+20
+200% +$6.77K ﹤0.01% 189
2024
Q4 		$3.16K Hold
10
– – ﹤0.01% 216
2024
Q3 		$2.75K Hold
10
– – ﹤0.01% 215
2024
Q2 		$2.69K Hold
10
– – ﹤0.01% 188
2024
Q1 		$2.79K Sell
10
-9
-47% -$2.48K ﹤0.01% 183
2023
Q4 		$4.95K Buy
19
+9
+90% +$2.22K ﹤0.01% 211
2023
Q3 		$2.3K Hold
10
– – ﹤0.01% 157
2023
Q2 		$2.38K Sell
10
-29
-74% -$6.64K ﹤0.01% 150
2023
Q1 		$8.79K Buy
+39
New +$8.68K 0.01% 138

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morton Brown Family Wealth's V Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Visa (V) stake by 72% in Q2 2026, buying an estimated $4.17K and bringing the position to 31 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Morton Brown Family Wealth first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.7K in Q2 2025. 2,079 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Morton Brown Family Wealth held 31 shares of Visa worth $10.6K as of Q2 2026.
  • Morton Brown Family Wealth bought 13 Visa shares in Q2 2026, an estimated $4.17K.
  • Visa made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #195 holding.
  • Morton Brown Family Wealth first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Morton Brown Family Wealth's Visa position peaked at $10.7K in Q2 2025.
  • 2,079 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.