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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Rothschild Investment LLC's VVV Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Valvoline (VVV) in Q1 2026: 307 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in VVV as recently as Q4 2024.

Rothschild Investment LLC first reported a position in VVV in Q2 2024 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Rothschild Investment LLC held 307 shares of Valvoline worth $10.3K as of Q1 2026.
  • Valvoline was a new Rothschild Investment LLC position in Q1 2026.
  • Valvoline made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1674 holding.
  • Rothschild Investment LLC first reported a position in Valvoline in Q2 2024 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.