Rothschild & Co Wealth Management (UK)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.9M | Buy |
90,119
+13,554
| +18% | +$4.35M | 0.45% | 14 |
|
|
2026
Q1 | $23.1M | Buy |
76,565
+8,926
| +13% | +$2.87M | 0.35% | 15 |
|
|
2025
Q4 | $23.7M | Buy |
67,639
+3,668
| +6% | +$1.25M | 0.37% | 16 |
|
|
2025
Q3 | $21.8M | Buy |
63,971
+1,152
| +2% | +$399K | 0.35% | 16 |
|
|
2025
Q2 | $22.3M | Buy |
62,819
+4,391
| +8% | +$1.53M | 0.33% | 16 |
|
|
2025
Q1 | $20.5M | Buy |
58,428
+2,773
| +5% | +$938K | 0.34% | 15 |
|
|
2024
Q4 | $17.6M | Buy |
55,655
+210
| +0.4% | +$63.1K | 0.31% | 15 |
|
|
2024
Q3 | $15.2M | Buy |
55,445
+995
| +2% | +$269K | 0.24% | 15 |
|
|
2024
Q2 | $14.3M | Sell |
54,450
-1,116
| -2% | -$306K | 0.24% | 15 |
|
|
2024
Q1 | $15.5M | Buy |
55,566
+2,552
| +5% | +$705K | 0.26% | 14 |
|
|
2023
Q4 | $13.8M | Buy |
53,014
+1,627
| +3% | +$401K | 0.23% | 15 |
|
|
2023
Q3 | $11.8M | Buy |
51,387
+6,235
| +14% | +$1.5M | 0.21% | 17 |
|
|
2023
Q2 | $10.7M | Buy |
45,152
+5,105
| +13% | +$1.17M | 0.19% | 17 |
|
|
2023
Q1 | $9.03M | Buy |
40,047
+1,988
| +5% | +$442K | 0.18% | 15 |
|
|
2022
Q4 | $7.91M | Buy |
38,059
+399
| +1% | +$80.5K | 0.18% | 15 |
|
|
2022
Q3 | $6.69M | Buy |
37,660
+175
| +0.5% | +$35.6K | 0.16% | 17 |
|
|
2022
Q2 | $7.38M | Buy |
37,485
+4,132
| +12% | +$854K | 0.17% | 17 |
|
|
2022
Q1 | $7.4M | Buy |
+33,353
| New | +$7.21M | 0.13% | 16 |
|
|
2021
Q3 | – | Sell |
-87
| Closed | -$20K | – | 44 |
|
|
2021
Q2 | $20K | Hold |
87
| – | – | ﹤0.01% | 38 |
|
|
2021
Q1 | $18K | Hold |
87
| – | – | ﹤0.01% | 39 |
|
|
2020
Q4 | $19K | Hold |
87
| – | – | ﹤0.01% | 39 |
|
|
2020
Q3 | $17K | Sell |
87
-71
| -45% | -$14.2K | ﹤0.01% | 39 |
|
|
2020
Q2 | $31K | Hold |
158
| – | – | ﹤0.01% | 38 |
|
|
2020
Q1 | $25K | Sell |
158
-72
| -31% | -$13.6K | ﹤0.01% | 34 |
|
|
2019
Q4 | $43K | Hold |
230
| – | – | ﹤0.01% | 34 |
|
|
2019
Q3 | $40K | Sell |
230
-1,030
| -82% | -$183K | ﹤0.01% | 34 |
|
|
2019
Q2 | $219K | Buy |
1,260
+1,030
| +448% | +$169K | ﹤0.01% | 41 |
|
|
2019
Q1 | $36K | Hold |
230
| – | – | ﹤0.01% | 32 |
|
|
2018
Q4 | $30K | Hold |
230
| – | – | ﹤0.01% | 34 |
|
|
2018
Q3 | $35K | Hold |
230
| – | – | ﹤0.01% | 35 |
|
|
2018
Q2 | $30K | Hold |
230
| – | – | ﹤0.01% | 42 |
|
|
2018
Q1 | $28K | Sell |
230
-2,066
| -90% | -$250K | ﹤0.01% | 36 |
|
|
2017
Q4 | $262K | Sell |
2,296
-230
| -9% | -$25.4K | 0.01% | 27 |
|
|
2017
Q3 | $266K | Hold |
2,526
| – | – | 0.01% | 31 |
|
|
2017
Q2 | $237K | Buy |
+2,526
| New | +$234K | 0.01% | 31 |
|
|
2015
Q2 | – | Sell |
-4,400
| Closed | -$288K | – | 86 |
|
|
2015
Q1 | $288K | Buy |
+4,400
| New | +$291K | 0.03% | 40 |
|
Other funds holding V
ECU
RG
Rothschild & Co Wealth Management (UK)'s V Position: Q2 2026 in Review
Rothschild & Co Wealth Management (UK) increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $4.35M and bringing the position to 90,119 shares worth $30.9M. The position accounts for 0.45% of the portfolio, ranked #14.
Rothschild & Co Wealth Management (UK) first reported a position in V in Q1 2015 and has held it in 36 quarters since. 2,602 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Rothschild & Co Wealth Management (UK) held 90,119 shares of Visa worth $30.9M as of Q2 2026.
- Rothschild & Co Wealth Management (UK) bought 13,554 Visa shares in Q2 2026, an estimated $4.35M.
- Visa made up 0.45% of Rothschild & Co Wealth Management (UK)'s portfolio in Q2 2026, its #14 holding.
- Rothschild & Co Wealth Management (UK) first reported a position in Visa in Q1 2015 and has held it in 36 quarters since.
- 2,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.