NEVILLE RODIE & SHAW INC VWSYF β€” VESTAS WIND SYS A/S

Ownership history in NEVILLE RODIE & SHAW INC  Β·  14 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported VESTAS WIND SYS A/S (VWSYF) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows VWSYF at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VWSYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in VESTAS WIND SYS A/S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VWSYF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEVILLE RODIE & SHAW INC held VWSYF β€” position size vs. price
% of Fund (quarterly)    VWSYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 9,000 β€” 0% 0.02% $264 2026-05-15 (Est.) $29.78
2025 Q4 UNCHANGED β€” β€” β€” 9,000 β€” 0% 0.02% $241K 2026-01-06 $29.24
2024 Q2 UNCHANGED β€” β€” β€” 9,000 β€” 0% 0.02% $206K 2024-07-01 $23.17
2024 Q1 UNCHANGED β€” β€” β€” 9,000 β€” 0% 0.02% $248K 2024-04-09 $26.58
2023 Q4 UNCHANGED β€” β€” β€” 9,000 β€” 0% 0.02% $286K 2024-01-02 $30.26
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VWSYF

As of 2026 Q1 β€” sorted by position size

DRW Securities, LLC 3Y 7Y 0.53% DRW Securities, LLC 3Y 7Y 0.52%

FAQ About NEVILLE RODIE & SHAW INC and VWSYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEVILLE RODIE & SHAW INC reported owning VWSYF?

NEVILLE RODIE & SHAW INC reported VWSYF across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VWSYF position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for VWSYF was 0.02% in 2023 Q4.

What is the latest reported VWSYF position on this page?

The most recent filing on this page is 2026 Q1, when NEVILLE RODIE & SHAW INC reported 9,000 shares, equal to 0.02% of portfolio, with an estimated market value of $264.

What does the chart on this VWSYF ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly VWSYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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