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Rothschild Investment LLC’s Workiva WK Stock Holding History

Rothschild Investment LLC’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.59K Sell
177
-46
-21% -$2.37K ﹤0.01% 1978
2026
Q1 		$13.3K Buy
223
+56
+34% +$3.91K ﹤0.01% 1581
2025
Q4 		$14.4K Buy
167
+75
+82% +$6.64K ﹤0.01% 1438
2025
Q3 		$7.92K Buy
92
+32
+53% +$2.4K ﹤0.01% 1528
2025
Q2 		$4.11K Sell
60
-5
-8% -$344 ﹤0.01% 1603
2025
Q1 		$4.93K Buy
65
+10
+18% +$944 ﹤0.01% 1438
2024
Q4 		$6.02K Buy
55
+5
+10% +$461 ﹤0.01% 1284
2024
Q3 		$3.96K Buy
50
+30
+150% +$2.25K ﹤0.01% 1381
2024
Q2 		$1.46K Buy
20
+15
+300% +$1.18K ﹤0.01% 1496
2024
Q1 		$424 Buy
+5
New +$450 ﹤0.01% 1421

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Workiva (WK) stake by 21% in Q2 2026, selling an estimated $2.37K and leaving 177 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Rothschild Investment LLC first reported a position in WK in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4K in Q4 2025. 108 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Rothschild Investment LLC held 177 shares of Workiva worth $8.59K as of Q2 2026.
  • Rothschild Investment LLC sold 46 Workiva shares in Q2 2026, an estimated $2.37K.
  • Workiva made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1978 holding.
  • Rothschild Investment LLC first reported a position in Workiva in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Workiva position peaked at $14.4K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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