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Rothschild Investment LLC’s Inogen INGN Stock Holding History

Rothschild Investment LLC’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78K Buy
276
+173
+168% +$1.15K ﹤0.01% 2801
2026
Q1 		$637 Buy
103
+5
+5% +$31 ﹤0.01% 3041
2025
Q4 		$659 Sell
98
-12
-11% -$90 ﹤0.01% 2838
2025
Q3 		$899 Buy
110
+75
+214% +$561 ﹤0.01% 2631
2025
Q2 		$246 Sell
35
-15
-30% -$101 ﹤0.01% 2897
2025
Q1 		$357 Buy
50
+25
+100% +$236 ﹤0.01% 2726
2024
Q4 		$229 Buy
+25
New +$234 ﹤0.01% 2765

Other funds holding INGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 INGN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Inogen (INGN) stake by 168% in Q2 2026, buying an estimated $1.15K and bringing the position to 276 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Rothschild Investment LLC first reported a position in INGN in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold INGN as of Q2 2026.

  • Rothschild Investment LLC held 276 shares of Inogen worth $1.78K as of Q2 2026.
  • Rothschild Investment LLC bought 173 Inogen shares in Q2 2026, an estimated $1.15K.
  • Inogen made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2801 holding.
  • Rothschild Investment LLC first reported a position in Inogen in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held Inogen as of Q2 2026.

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