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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 $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.