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Rothschild Investment LLC’s Nasdaq NDAQ Stock Holding History

Rothschild Investment LLC’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$979K Buy
12,427
+10,354
+499% +$908K 0.04% 424
2026
Q1 		$176K Sell
2,073
-1,188
-36% -$106K 0.01% 713
2025
Q4 		$317K Buy
3,261
+21
+0.6% +$1.89K 0.02% 485
2025
Q3 		$287K Buy
3,240
+2,329
+256% +$216K 0.02% 494
2025
Q2 		$81.5K Buy
911
+153
+20% +$12.2K 0.01% 684
2025
Q1 		$57.5K Sell
758
-25
-3% -$1.97K ﹤0.01% 731
2024
Q4 		$60.5K Buy
783
+48
+7% +$3.71K ﹤0.01% 744
2024
Q3 		$53.7K Sell
735
-515
-41% -$35.2K ﹤0.01% 756
2024
Q2 		$75.3K Buy
1,250
+670
+116% +$40.6K 0.01% 680
2024
Q1 		$36.6K Buy
580
+20
+4% +$1.16K ﹤0.01% 794
2023
Q4 		$32.6K Buy
+560
New +$29.5K ﹤0.01% 748

Other funds holding NDAQ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Rothschild Investment LLC increased its Nasdaq (NDAQ) stake by 499% in Q2 2026, buying an estimated $908K and bringing the position to 12,427 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #424.

Rothschild Investment LLC first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. 535 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Rothschild Investment LLC held 12,427 shares of Nasdaq worth $979K as of Q2 2026.
  • Rothschild Investment LLC bought 10,354 Nasdaq shares in Q2 2026, an estimated $908K.
  • Nasdaq made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #424 holding.
  • Rothschild Investment LLC first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • 535 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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