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Rothschild Investment LLC’s BrightView Holdings BV Stock Holding History

Rothschild Investment LLC’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31K Buy
163
+105
+181% +$1.32K ﹤0.01% 2699
2026
Q1 		$684 Buy
58
+1
+2% +$13 ﹤0.01% 3016
2025
Q4 		$722 Buy
57
+7
+14% +$89 ﹤0.01% 2794
2025
Q3 		$670 Sell
50
-75
-60% -$1.11K ﹤0.01% 2741
2025
Q2 		$2.08K Buy
125
+65
+108% +$972 ﹤0.01% 2049
2025
Q1 		$770 Sell
60
-5
-8% -$72 ﹤0.01% 2476
2024
Q4 		$1.04K Buy
65
+10
+18% +$167 ﹤0.01% 2195
2024
Q3 		$866 Buy
55
+35
+175% +$507 ﹤0.01% 2269
2024
Q2 		$266 Buy
20
+10
+100% +$127 ﹤0.01% 2360
2024
Q1 		$119 Buy
+10
New +$91 ﹤0.01% 2106

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Rothschild Investment LLC increased its BrightView Holdings (BV) stake by 181% in Q2 2026, buying an estimated $1.32K and bringing the position to 163 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Rothschild Investment LLC first reported a position in BV in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Rothschild Investment LLC held 163 shares of BrightView Holdings worth $2.31K as of Q2 2026.
  • Rothschild Investment LLC bought 105 BrightView Holdings shares in Q2 2026, an estimated $1.32K.
  • BrightView Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2699 holding.
  • Rothschild Investment LLC first reported a position in BrightView Holdings in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

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