Rothschild Investment LLC’s SolarWinds Corporation Common Stock SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-120	Closed	-$2.21K	–	3227
2025 Q1	$2.21K	Buy	120 +30	+33%	+$503	﹤0.01%	1832
2024 Q4	$1.28K	Buy	90 +10	+13%	+$135	﹤0.01%	2063
2024 Q3	$1.04K	Buy	80 +30	+60%	+$368	﹤0.01%	2139
2024 Q2	$603	Buy	50 +40	+400%	+$462	﹤0.01%	1899
2024 Q1	$126	Buy	+10	New	+$122	﹤0.01%	2063

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's SWI Position: Q2 2025 in Review

Rothschild Investment LLC sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 120 shares — an estimated $2.21K sold.

Rothschild Investment LLC first reported a position in SWI in Q1 2024 and held it in 5 quarters. The position peaked at $2.21K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Rothschild Investment LLC reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Rothschild Investment LLC sold 120 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $2.21K.
Rothschild Investment LLC first reported a position in SolarWinds Corporation Common Stock in Q1 2024 and held it in 5 quarters.
Rothschild Investment LLC's SolarWinds Corporation Common Stock position peaked at $2.21K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.