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Capital Group Equity shares owned by Rothschild Investment

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by Rothschild Investment from 13F filings

Historical chart of Rothschild Investment investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2026-03-31 $48k 1.8k 26.75

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Invesco Rafi Us 1000 Etf Etf (PRF)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Exxon Mobil Corp Stock (XOM)
Johnson & Johnson Stock (JNJ)
Capital Group Dividend Growers Etf Etf (CGDG)
Blackstone Stock (BX)
Abbvie Stock (ABBV)
Chevron Corporation Stock (CVX)

View all positions for Rothschild Investment

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Concurrent Investment Advisors
Capital Group Private Client Services
VVR Holdings
RM Financial Services
Advisor Group Holdings
CMC Financial Group
Goldman Sachs Group
Sigma Planning
Commonwealth Equity Services
BHK Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
J. Derek Lewis & Associates
Mml Investors Services

View all funds holding Capital Group Equity