Rothschild Investment LLC’s Smith & Wesson SWBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.1K	Buy	982 +298	+44%	+$3.62K	﹤0.01%	1553
2025 Q4	$6.75K	Buy	684 +24	+4%	+$232	﹤0.01%	1739
2025 Q3	$6.49K	Buy	660 +109	+20%	+$930	﹤0.01%	1606
2025 Q2	$4.79K	Sell	551 -175	-24%	-$1.66K	﹤0.01%	1533
2025 Q1	$6.76K	Buy	726 +166	+30%	+$1.71K	﹤0.01%	1303
2024 Q4	$5.66K	Buy	560 +10	+2%	+$125	﹤0.01%	1302
2024 Q3	$7.14K	Buy	550 +20	+4%	+$289	﹤0.01%	1191
2024 Q2	$7.6K	Sell	530 -375	-41%	-$6.16K	﹤0.01%	1148
2024 Q1	$15.7K	Buy	905 +5	+0.6%	+$72	﹤0.01%	974
2023 Q4	$12.2K	Buy	+900	New	+$12.4K	﹤0.01%	960

Other funds holding SWBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return