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Rothschild Investment LLC’s Global Water Resources GWRS Stock Holding History

Rothschild Investment LLC’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16K Buy
160
+104
+186% +$753 ﹤0.01% 2996
2026
Q1 		$425 Buy
56
+53
+1,767% +$446 ﹤0.01% 3171
2025
Q4 		$25 Buy
+3
New +$28 ﹤0.01% 3325
2025
Q3 		– Sell
-30
Closed -$306 – 3189
2025
Q2 		$306 Buy
+30
New +$308 ﹤0.01% 2855

Other funds holding GWRS

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

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

Rothschild Investment LLC increased its Global Water Resources (GWRS) stake by 186% in Q2 2026, buying an estimated $753 and bringing the position to 160 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Rothschild Investment LLC first reported a position in GWRS in Q2 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Rothschild Investment LLC held 160 shares of Global Water Resources worth $1.16K as of Q2 2026.
  • Rothschild Investment LLC bought 104 Global Water Resources shares in Q2 2026, an estimated $753.
  • Global Water Resources made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2996 holding.
  • Rothschild Investment LLC first reported a position in Global Water Resources in Q2 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

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