MCM
V icon

Morton Capital Management’s Visa V Stock Holding History

Morton Capital Management’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 		$1.61M Buy
4,702
+774
+20% +$248K 0.22% 38
2026
Q1 		$1.19M Buy
3,928
+156
+4% +$50.2K 0.18% 46
2025
Q4 		$1.32M Buy
3,772
+13
+0.3% +$4.43K 0.2% 40
2025
Q3 		$1.28M Sell
3,759
-374
-9% -$129K 0.21% 41
2025
Q2 		$1.47M Buy
4,133
+291
+8% +$101K 0.26% 37
2025
Q1 		$1.35M Buy
3,842
+180
+5% +$60.9K 0.26% 37
2024
Q4 		$1.16M Sell
3,662
-3
-0.1% -$902 0.22% 43
2024
Q3 		$1.01M Buy
3,665
+542
+17% +$147K 0.2% 43
2024
Q2 		$820K Sell
3,123
-2
-0.1% -$548 0.19% 47
2024
Q1 		$872K Buy
3,125
+86
+3% +$23.7K 0.24% 42
2023
Q4 		$791K Buy
3,039
+128
+4% +$31.5K 0.24% 40
2023
Q3 		$670K Hold
2,911
– – 0.24% 40
2023
Q2 		$691K Sell
2,911
-40
-1% -$9.15K 0.24% 42
2023
Q1 		$665K Sell
2,951
-236
-7% -$52.5K 0.24% 45
2022
Q4 		$662K Buy
3,187
+76
+2% +$15.3K 0.26% 38
2022
Q3 		$553K Sell
3,111
-171
-5% -$34.8K 0.25% 39
2022
Q2 		$646K Buy
3,282
+99
+3% +$20.5K 0.28% 36
2022
Q1 		$706K Sell
3,183
-8
-0.3% -$1.73K 0.29% 35
2021
Q4 		$691K Buy
+3,191
New +$685K 0.28% 39

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Morton Capital Management's V Position: Q2 2026 in Review

Morton Capital Management increased its Visa (V) stake by 20% in Q2 2026, buying an estimated $248K and bringing the position to 4,702 shares worth $1.61M. The position accounts for 0.22% of the portfolio, ranked #38.

Morton Capital Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. 1,417 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Morton Capital Management held 4,702 shares of Visa worth $1.61M as of Q2 2026.
  • Morton Capital Management bought 774 Visa shares in Q2 2026, an estimated $248K.
  • Visa made up 0.22% of Morton Capital Management's portfolio in Q2 2026, its #38 holding.
  • Morton Capital Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.