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Rothschild Investment LLC’s Valvoline VVV Stock Holding History

Rothschild Investment LLC’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2K Sell
81
-226
-74% -$7.86K ﹤0.01% 2527
2026
Q1 		$10.3K Buy
+307
New +$10.6K ﹤0.01% 1674
2025
Q1 		– Sell
-162
Closed -$5.86K – 3097
2024
Q4 		$5.86K Hold
162
– – ﹤0.01% 1294
2024
Q3 		$6.78K Hold
162
– – ﹤0.01% 1204
2024
Q2 		$7K Buy
+162
New +$6.8K ﹤0.01% 1156

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Valvoline (VVV) stake by 74% in Q2 2026, selling an estimated $7.86K and leaving 81 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Rothschild Investment LLC first reported a position in VVV in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.3K in Q1 2026. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Rothschild Investment LLC held 81 shares of Valvoline worth $3.2K as of Q2 2026.
  • Rothschild Investment LLC sold 226 Valvoline shares in Q2 2026, an estimated $7.86K.
  • Valvoline made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2527 holding.
  • Rothschild Investment LLC first reported a position in Valvoline in Q2 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Valvoline position peaked at $10.3K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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