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Rothschild Investment LLC’s Grocery Outlet GO Stock Holding History

Rothschild Investment LLC’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.56K Buy
657
+643
+4,593% +$5.29K ﹤0.01% 2129
2026
Q1 		$99 Sell
14
-52
-79% -$452 ﹤0.01% 3396
2025
Q4 		$667 Sell
66
-116
-64% -$1.46K ﹤0.01% 2834
2025
Q3 		$2.92K Buy
182
+2
+1% +$32 ﹤0.01% 1992
2025
Q2 		$2.24K Buy
+180
New +$2.56K ﹤0.01% 1997

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 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 GO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Grocery Outlet (GO) stake by 4,593% in Q2 2026, buying an estimated $5.29K and bringing the position to 657 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Rothschild Investment LLC first reported a position in GO in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Rothschild Investment LLC held 657 shares of Grocery Outlet worth $6.56K as of Q2 2026.
  • Rothschild Investment LLC bought 643 Grocery Outlet shares in Q2 2026, an estimated $5.29K.
  • Grocery Outlet made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2129 holding.
  • Rothschild Investment LLC first reported a position in Grocery Outlet in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

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