RIL
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Rothschild Investment LLC’s Axogen AXGN Stock Holding History

Rothschild Investment LLC’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94K Buy
149
+1
+0.7% +$33 ﹤0.01% 2054
2025
Q4 		$4.84K Buy
148
+3
+2% +$74 ﹤0.01% 1898
2025
Q3 		$2.59K Buy
145
+125
+625% +$1.81K ﹤0.01% 2069
2025
Q2 		$217 Sell
20
-85
-81% -$1.11K ﹤0.01% 2926
2025
Q1 		$1.94K Buy
105
+45
+75% +$812 ﹤0.01% 1916
2024
Q4 		$989 Hold
60
– – ﹤0.01% 2225
2024
Q3 		$841 Buy
60
+40
+200% +$442 ﹤0.01% 2282
2024
Q2 		$145 Buy
+20
New +$137 ﹤0.01% 2584

Other funds holding AXGN

FLAM
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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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