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Rothschild Investment LLC’s Warby Parker WRBY Stock Holding History

Rothschild Investment LLC’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10K Buy
475
+369
+348% +$9.15K ﹤0.01% 1685
2025
Q4 		$2.31K Sell
106
-29
-21% -$631 ﹤0.01% 2291
2025
Q3 		$3.72K Sell
135
-25
-16% -$632 ﹤0.01% 1845
2025
Q2 		$3.51K Buy
160
+30
+23% +$555 ﹤0.01% 1687
2025
Q1 		$2.37K Buy
130
+50
+63% +$1.19K ﹤0.01% 1784
2024
Q4 		$1.94K Buy
80
+25
+45% +$511 ﹤0.01% 1820
2024
Q3 		$898 Buy
55
+45
+450% +$678 ﹤0.01% 2244
2024
Q2 		$161 Hold
10
– – ﹤0.01% 2552
2024
Q1 		$136 Buy
+10
New +$133 ﹤0.01% 1990

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return