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Rothschild Investment LLC’s Zumiez ZUMZ Stock Holding History

Rothschild Investment LLC’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.92K Buy
267
+126
+89% +$3.07K ﹤0.01% 1969
2025
Q4 		$3.67K Buy
141
+76
+117% +$1.83K ﹤0.01% 2049
2025
Q3 		$1.27K Buy
65
+20
+44% +$330 ﹤0.01% 2485
2025
Q2 		$597 Sell
45
-160
-78% -$2.02K ﹤0.01% 2682
2025
Q1 		$3.05K Buy
205
+180
+720% +$2.78K ﹤0.01% 1665
2024
Q4 		$479 Sell
25
-15
-38% -$320 ﹤0.01% 2549
2024
Q3 		$852 Buy
40
+25
+167% +$598 ﹤0.01% 2277
2024
Q2 		$292 Buy
+15
New +$260 ﹤0.01% 2311

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

Rothschild Investment LLC increased its Zumiez (ZUMZ) stake by 89% in Q1 2026, buying an estimated $3.07K and bringing the position to 267 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Rothschild Investment LLC first reported a position in ZUMZ in Q2 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

  • Rothschild Investment LLC held 267 shares of Zumiez worth $5.92K as of Q1 2026.
  • Rothschild Investment LLC bought 126 Zumiez shares in Q1 2026, an estimated $3.07K.
  • Zumiez made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1969 holding.
  • Rothschild Investment LLC first reported a position in Zumiez in Q2 2024 and has held it in 8 quarters since.
  • 130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

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