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Rothschild Investment LLC’s Calumet Specialty Products CLMT Stock Holding History

Rothschild Investment LLC’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42K Hold
95
– – ﹤0.01% 2488
2026
Q1 		$3.41K Buy
95
+15
+19% +$388 ﹤0.01% 2264
2025
Q4 		$1.59K Hold
80
– – ﹤0.01% 2477
2025
Q3 		$1.46K Sell
80
-45
-36% -$740 ﹤0.01% 2414
2025
Q2 		$1.97K Buy
+125
New +$1.59K ﹤0.01% 2095

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Rothschild Investment LLC held its Calumet Specialty Products (CLMT) position steady in Q2 2026 at 95 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Rothschild Investment LLC first reported a position in CLMT in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Rothschild Investment LLC held 95 shares of Calumet Specialty Products worth $3.42K as of Q2 2026.
  • Rothschild Investment LLC left its Calumet Specialty Products share count unchanged in Q2 2026.
  • Calumet Specialty Products made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2488 holding.
  • Rothschild Investment LLC first reported a position in Calumet Specialty Products in Q2 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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