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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
Q2 		$6.88K Hold
149
– – ﹤0.01% 2096
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Rothschild Investment LLC held its Axogen (AXGN) position steady in Q2 2026 at 149 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Rothschild Investment LLC first reported a position in AXGN in Q2 2024 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Rothschild Investment LLC held 149 shares of Axogen worth $6.88K as of Q2 2026.
  • Rothschild Investment LLC left its Axogen share count unchanged in Q2 2026.
  • Axogen made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2096 holding.
  • Rothschild Investment LLC first reported a position in Axogen in Q2 2024 and has held it in 9 quarters since.
  • 253 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

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