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Rothschild Investment LLC’s MarketWise MKTW Stock Holding History

Rothschild Investment LLC’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232 Buy
+13
New +$224 ﹤0.01% 3423

Other funds holding MKTW

SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

Rothschild Investment LLC opened a new position in MarketWise (MKTW) in Q2 2026: 13 shares worth $232. The stake represents ﹤0.01% of the portfolio and ranks #3423 among its holdings.

18 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Rothschild Investment LLC held 13 shares of MarketWise worth $232 as of Q2 2026.
  • MarketWise was a new Rothschild Investment LLC position in Q2 2026.
  • MarketWise made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3423 holding.
  • 18 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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