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Rothschild Investment LLC’s Fulcrum Therapeutics FULC Stock Holding History

Rothschild Investment LLC’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
343
+48
+16% +$292 ﹤0.01% 2970
2026
Q1 		$2.26K Buy
295
+287
+3,588% +$2.66K ﹤0.01% 2499
2025
Q4 		$90 Buy
+8
New +$81 ﹤0.01% 3212
2024
Q4 		– Sell
-45
Closed -$161 – 3000
2024
Q3 		$161 Buy
45
+25
+125% +$185 ﹤0.01% 2745
2024
Q2 		$124 Buy
+20
New +$152 ﹤0.01% 2660

Other funds holding FULC

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

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

Rothschild Investment LLC increased its Fulcrum Therapeutics (FULC) stake by 16% in Q2 2026, buying an estimated $292 and bringing the position to 343 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Rothschild Investment LLC first reported a position in FULC in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.26K in Q1 2026. 43 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

  • Rothschild Investment LLC held 343 shares of Fulcrum Therapeutics worth $1.25K as of Q2 2026.
  • Rothschild Investment LLC bought 48 Fulcrum Therapeutics shares in Q2 2026, an estimated $292.
  • Fulcrum Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2970 holding.
  • Rothschild Investment LLC first reported a position in Fulcrum Therapeutics in Q2 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Fulcrum Therapeutics position peaked at $2.26K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

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