Rothschild Investment LLC’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25K	Sell	51 -5	-9%	-$416	﹤0.01%	2381
2026 Q1	$4.21K	Buy	56 +5	+10%	+$410	﹤0.01%	2145
2025 Q4	$4.47K	Buy	51 +6	+13%	+$495	﹤0.01%	1953
2025 Q3	$3.19K	Hold	45	–	–	﹤0.01%	1948
2025 Q2	$3.25K	Buy	45 +10	+29%	+$658	﹤0.01%	1737
2025 Q1	$2.14K	Buy	35 +30	+600%	+$2.12K	﹤0.01%	1856
2024 Q4	$369	Sell	5 -25	-83%	-$2.18K	﹤0.01%	2644
2024 Q3	$2.95K	Buy	+30	New	+$2.64K	﹤0.01%	1518
2024 Q2	–	Sell	-5	Closed	-$393	–	2842
2024 Q1	$393	Buy	+5	New	+$389	﹤0.01%	1452

Other funds holding PLUS

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Rothschild Investment LLC reduced its ePlus (PLUS) stake by 8.9% in Q2 2026, selling an estimated $416 and leaving 51 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Rothschild Investment LLC first reported a position in PLUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.47K in Q4 2025. 118 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Rothschild Investment LLC held 51 shares of ePlus worth $4.25K as of Q2 2026.
Rothschild Investment LLC sold 5 ePlus shares in Q2 2026, an estimated $416.
ePlus made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2381 holding.
Rothschild Investment LLC first reported a position in ePlus in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's ePlus position peaked at $4.47K in Q4 2025.
118 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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