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Rothschild Capital Partners’s Visa V Stock Holding History

Rothschild Capital Partners’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
Q1 		$10.5M Sell
34,715
-2,530
-7% -$814K 2.57% 13
2025
Q4 		$13.1M Sell
37,245
-4,474
-11% -$1.52M 3.07% 12
2025
Q3 		$14.2M Sell
41,719
-47
-0.1% -$16.3K 3.36% 12
2025
Q2 		$14.8M Hold
41,766
– – 3.89% 12
2025
Q1 		$14.6M Buy
41,766
+401
+1% +$136K 3.83% 11
2024
Q4 		$13.1M Buy
41,365
+4,082
+11% +$1.23M 3.17% 12
2024
Q3 		$10.3M Buy
37,283
+313
+0.8% +$84.6K 2.86% 13
2024
Q2 		$9.7M Hold
36,970
– – 2.77% 14
2024
Q1 		$10.3M Hold
36,970
– – 3% 16
2023
Q4 		$9.63M Sell
36,970
-29
-0.1% -$7.15K 3.03% 15
2023
Q3 		$8.51M Hold
36,999
– – 3.33% 12
2023
Q2 		$8.79M Hold
36,999
– – 3.24% 12
2023
Q1 		$8.34M Buy
36,999
+18
+0% +$4.01K 3.42% 12
2022
Q4 		$7.69M Buy
36,981
+11
+0% +$2.22K 3.26% 16
2022
Q3 		$6.57M Hold
36,970
– – 3.02% 15
2022
Q2 		$7.28M Hold
36,970
– – 3.04% 14
2022
Q1 		$8.2M Sell
36,970
-1,688
-4% -$365K 2.87% 13
2021
Q4 		$8.38M Buy
38,658
+1,384
+4% +$297K 2.5% 16
2021
Q3 		$8.3M Sell
37,274
-94
-0.3% -$22K 2.65% 15
2021
Q2 		$8.74M Sell
37,368
-965
-3% -$221K 2.8% 15
2021
Q1 		$8.12M Sell
38,333
-95
-0.2% -$20K 2.75% 15
2020
Q4 		$8.4M Buy
38,428
+790
+2% +$162K 3.01% 14
2020
Q3 		$7.53M Hold
37,638
– – 2.98% 14
2020
Q2 		$7.27M Hold
37,638
– – 3.03% 14
2020
Q1 		$6.06M Hold
37,638
– – 3.37% 12
2019
Q4 		$7.07M Buy
37,638
+1,513
+4% +$273K 3.22% 12
2019
Q3 		$6.21M Hold
36,125
– – 3.13% 13
2019
Q2 		$6.27M Hold
36,125
– – 3.07% 12
2019
Q1 		$5.64M Sell
36,125
-200
-0.6% -$28.8K 3.15% 11
2018
Q4 		$4.79M Buy
36,325
+195
+0.5% +$26.9K 2.59% 13
2018
Q3 		$5.42M Hold
36,130
– – 2.41% 14
2018
Q2 		$4.79M Hold
36,130
– – 2% 17
2018
Q1 		$4.32M Sell
36,130
-120
-0.3% -$14.5K 1.7% 23
2017
Q4 		$4.13M Sell
36,250
-313
-0.9% -$34.6K 1.62% 19
2017
Q3 		$3.85M Sell
36,563
-2,516
-6% -$255K 1.66% 23
2017
Q2 		$3.67M Buy
39,079
+12,909
+49% +$1.2M 1.39% 27
2017
Q1 		$2.33M Buy
+26,170
New +$2.25M 0.91% 32
2016
Q4 		– Sell
-43,439
Closed -$3.59M – 75
2016
Q3 		$3.59M Sell
43,439
-185
-0.4% -$14.8K 1.29% 28
2016
Q2 		$3.24M Sell
43,624
-46,045
-51% -$3.61M 1.25% 27
2016
Q1 		$6.86M Buy
89,669
+16,619
+23% +$1.21M 3.07% 10
2015
Q4 		$5.67M Buy
+73,050
New +$5.66M 2.85% 17

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rothschild Capital Partners's V Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Visa (V) stake by 6.8% in Q1 2026, selling an estimated $814K and leaving 34,715 shares worth $10.5M. The position accounts for 2.57% of the portfolio, ranked #13.

Rothschild Capital Partners first reported a position in V in Q4 2015 and has held it in 41 quarters since. The position peaked at $14.8M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Rothschild Capital Partners held 34,715 shares of Visa worth $10.5M as of Q1 2026.
  • Rothschild Capital Partners sold 2,530 Visa shares in Q1 2026, an estimated $814K.
  • Visa made up 2.57% of Rothschild Capital Partners's portfolio in Q1 2026, its #13 holding.
  • Rothschild Capital Partners first reported a position in Visa in Q4 2015 and has held it in 41 quarters since.
  • Rothschild Capital Partners's Visa position peaked at $14.8M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.