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Rothschild Investment LLC’s Celldex Therapeutics CLDX Stock Holding History

Rothschild Investment LLC’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36K Buy
171
+52
+44% +$1.68K ﹤0.01% 2146
2026
Q1 		$3.77K Buy
119
+27
+29% +$736 ﹤0.01% 2210
2025
Q4 		$2.5K Buy
92
+2
+2% +$53 ﹤0.01% 2255
2025
Q3 		$2.33K Sell
90
-20
-18% -$463 ﹤0.01% 2136
2025
Q2 		$2.24K Buy
110
+20
+22% +$389 ﹤0.01% 1995
2025
Q1 		$1.63K Sell
90
-15
-14% -$335 ﹤0.01% 2025
2024
Q4 		$2.65K Buy
105
+45
+75% +$1.22K ﹤0.01% 1636
2024
Q3 		$2.04K Buy
60
+35
+140% +$1.33K ﹤0.01% 1716
2024
Q2 		$925 Buy
25
+20
+400% +$755 ﹤0.01% 1701
2024
Q1 		$210 Buy
+5
New +$205 ﹤0.01% 1725

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rothschild Investment LLC increased its Celldex Therapeutics (CLDX) stake by 44% in Q2 2026, buying an estimated $1.68K and bringing the position to 171 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Rothschild Investment LLC first reported a position in CLDX in Q1 2024 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Rothschild Investment LLC held 171 shares of Celldex Therapeutics worth $6.36K as of Q2 2026.
  • Rothschild Investment LLC bought 52 Celldex Therapeutics shares in Q2 2026, an estimated $1.68K.
  • Celldex Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2146 holding.
  • Rothschild Investment LLC first reported a position in Celldex Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • 253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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