Rothschild Investment LLC’s Niagen Bioscience NAGE Stock Holding History

Rothschild Investment LLC’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31K	Sell	725 -24	-3%	-$97	﹤0.01%	2698
2026 Q1	$3.3K	Buy	749 +674	+899%	+$3.64K	﹤0.01%	2285
2025 Q4	$477	Buy	75 +45	+150%	+$313	﹤0.01%	2933
2025 Q3	$280	Sell	30 -85	-74%	-$858	﹤0.01%	2957
2025 Q2	$1.66K	Buy	+115	New	+$1.14K	﹤0.01%	2188
2025 Q1	–	Sell	-40	Closed	-$212	–	3102
2024 Q4	$212	Buy	+40	New	+$219	﹤0.01%	2782

Other funds holding NAGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Rothschild Investment LLC reduced its Niagen Bioscience (NAGE) stake by 3.2% in Q2 2026, selling an estimated $97 and leaving 725 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Rothschild Investment LLC first reported a position in NAGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.3K in Q1 2026. 139 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

Rothschild Investment LLC held 725 shares of Niagen Bioscience worth $2.31K as of Q2 2026.
Rothschild Investment LLC sold 24 Niagen Bioscience shares in Q2 2026, an estimated $97.
Niagen Bioscience made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2698 holding.
Rothschild Investment LLC first reported a position in Niagen Bioscience in Q4 2024 and has held it in 6 quarters since.
Rothschild Investment LLC's Niagen Bioscience position peaked at $3.3K in Q1 2026.
139 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

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