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Rothschild Investment LLC’s Bioventus BVS Stock Holding History

Rothschild Investment LLC’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$878 Buy
93
+1
+1% +$10 ﹤0.01% 3095
2026
Q1 		$840 Buy
92
+54
+142% +$453 ﹤0.01% 2943
2025
Q4 		$283 Sell
38
-162
-81% -$1.16K ﹤0.01% 3059
2025
Q3 		$1.34K Buy
+200
New +$1.39K ﹤0.01% 2456

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Rothschild Investment LLC increased its Bioventus (BVS) stake by 1.1% in Q2 2026, buying an estimated $10 and bringing the position to 93 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Rothschild Investment LLC first reported a position in BVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34K in Q3 2025. 56 funds tracked by Wall St. Rank hold BVS as of Q2 2026.

  • Rothschild Investment LLC held 93 shares of Bioventus worth $878 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Bioventus share in Q2 2026, an estimated $10.
  • Bioventus made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3095 holding.
  • Rothschild Investment LLC first reported a position in Bioventus in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Bioventus position peaked at $1.34K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Bioventus as of Q2 2026.

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