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Rothschild Investment LLC’s TTEC Holdings TTEC Stock Holding History

Rothschild Investment LLC’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291 Buy
150
+101
+206% +$261 ﹤0.01% 3375
2026
Q1 		$123 Buy
49
+47
+2,350% +$135 ﹤0.01% 3372
2025
Q4 		$7 Sell
2
-118
-98% -$401 ﹤0.01% 3393
2025
Q3 		$403 Sell
120
-5
-4% -$21 ﹤0.01% 2877
2025
Q2 		$601 Sell
125
-20
-14% -$92 ﹤0.01% 2679
2025
Q1 		$477 Buy
145
+85
+142% +$314 ﹤0.01% 2630
2024
Q4 		$299 Buy
+60
New +$314 ﹤0.01% 2698
2024
Q3 		– Sell
-20
Closed -$118 – 2983
2024
Q2 		$118 Buy
+20
New +$147 ﹤0.01% 2685
2016
Q1 		– Sell
-50,000
Closed -$1.4M – 499
2015
Q4 		$1.4M Hold
50,000
– – 0.18% 137
2015
Q3 		$1.34M Sell
50,000
-20,000
-29% -$546K 0.18% 135
2015
Q2 		$1.9M Hold
70,000
– – 0.22% 112
2015
Q1 		$1.78M Hold
70,000
– – 0.21% 117
2014
Q4 		$1.66M Hold
70,000
– – 0.2% 117
2014
Q3 		$1.72M Hold
70,000
– – 0.21% 114
2014
Q2 		$2.03M Sell
70,000
-10,000
-13% -$259K 0.26% 97
2014
Q1 		$1.96M Hold
80,000
– – 0.26% 92
2013
Q4 		$1.92M Hold
80,000
– – 0.26% 92
2013
Q3 		$2.01M Hold
80,000
– – 0.3% 81
2013
Q2 		$1.87M Buy
+80,000
New +$1.79M 0.3% 82

Other funds holding TTEC

JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Rothschild Investment LLC increased its TTEC Holdings (TTEC) stake by 206% in Q2 2026, buying an estimated $261 and bringing the position to 150 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

Rothschild Investment LLC first reported a position in TTEC in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.03M in Q2 2014. 18 funds tracked by Wall St. Rank hold TTEC as of Q2 2026.

  • Rothschild Investment LLC held 150 shares of TTEC Holdings worth $291 as of Q2 2026.
  • Rothschild Investment LLC bought 101 TTEC Holdings shares in Q2 2026, an estimated $261.
  • TTEC Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3375 holding.
  • Rothschild Investment LLC first reported a position in TTEC Holdings in Q2 2013 and has held it in 19 quarters since.
  • Rothschild Investment LLC's TTEC Holdings position peaked at $2.03M in Q2 2014.
  • 18 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2026.

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