RIL
CV

Rothschild Investment LLC’s CapsoVision Inc CV Stock Holding History

Rothschild Investment LLC’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30 Buy
4
+3
+300% +$20 ﹤0.01% 3587
2026
Q1 		$7 Hold
1
– – ﹤0.01% 3588
2025
Q4 		$11 Buy
+1
New +$7 ﹤0.01% 3375

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rothschild Investment LLC's CV Position: Q2 2026 in Review

Rothschild Investment LLC increased its CapsoVision Inc (CV) stake by 300% in Q2 2026, buying an estimated $20 and bringing the position to 4 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Rothschild Investment LLC first reported a position in CV in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • Rothschild Investment LLC held 4 shares of CapsoVision Inc worth $30 as of Q2 2026.
  • Rothschild Investment LLC bought 3 CapsoVision Inc shares in Q2 2026, an estimated $20.
  • CapsoVision Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3587 holding.
  • Rothschild Investment LLC first reported a position in CapsoVision Inc in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.