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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
2018
Q1 		– Sell
-15,800
Closed -$1.8M – 51
2017
Q4 		$1.8M Buy
+15,800
New +$1.74M 0.71% 39

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rothschild Capital Partners's V Position: Q2 2026 in Review

Rothschild Capital Partners increased its Visa (V) stake by 0.08% in Q2 2026, buying an estimated $9.31K and bringing the position to 34,744 shares worth $11.9M. The position accounts for 2.55% of the portfolio, ranked #15.

Rothschild Capital Partners first reported a position in V in Q4 2015 and has held it in 42 quarters since. The position peaked at $14.8M in Q2 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rothschild Capital Partners held 34,744 shares of Visa worth $11.9M as of Q2 2026.
  • Rothschild Capital Partners bought 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 2.55% of Rothschild Capital Partners's portfolio in Q2 2026, its #15 holding.
  • Rothschild Capital Partners first reported a position in Visa in Q4 2015 and has held it in 42 quarters since.
  • Rothschild Capital Partners's Visa position peaked at $14.8M in Q2 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.