Rothschild Investment LLC Sells in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLN
Haleon PLC

Healthcare
-579
- 16.04%
$8.72 - $10.35 $5.05K - $5.99K
3.03K $27.2M
BALL
Ball Corp

Consumer Cyclical
-154
- 39.9%
$48.47 - $59.71 $7.46K - $9.2K
232 $11.7M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-200
- 9.57%
N/A
1.89K $95.3M
UDR
Udr, Inc.

Real Estate
-171
- 17.36%
$36.71 - $41.37 $6.28K - $7.07K
814 $30.3M
VHT
Vanguard Health Care ETF

ETFs
-90
- 7.44%
$239.12 - $259.95 $21.5K - $23.4K
1.12K $290M
DEO
Diageo PLC

Consumer Defensive
-93
- 60.0%
$93.64 - $115.33 $8.71K - $10.7K
62 $5.92M
BOH
Bank Of Hawaii Corp

Financial Services
-55
- 1.79%
$61.35 - $71.13 $3.37K - $3.91K
3.03K $199M
BMI
Badger Meter Inc

Technology
-33
- 63.46%
$172.32 - $245.81 $5.69K - $8.11K
19 $3.39M
MRNA
Moderna, Inc.

Healthcare
-299
- 32.5%
$23.51 - $34.67 $7.03K - $10.4K
621 $16M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-200
- 51.95%
$42.56 - $49.08 $8.51K - $9.82K
185 $7.94M
PAYC
Paycom Software, Inc.

Technology
-4
- 1.2%
$208.14 - $238.8 $833 - $955
330 $68.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-173
- 32.16%
$82.22 - $96.68 $14.2K - $16.7K
365 $35.3M
HAE
Haemonetics Corp

Healthcare
-108
- 98.18%
$47.67 - $78.17 $5.15K - $8.44K
2 $97K
LNTH
Lantheus Holdings, Inc.

Healthcare
-90
- 81.82%
$50.11 - $83.83 $4.51K - $7.54K
20 $1.03M
TT
Trane Technologies PLC

Industrials
-1
- 0.21%
$398.96 - $472.54 $399 - $473
485 $205M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-230
- 56.1%
$29.41 - $32.05 $6.76K - $7.37K
180 $5.36M
SMR
Nuscale Power Corp

Industrials
-100
- 8.89%
$32.65 - $51.67 $3.27K - $5.17K
1.03K $36.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-163
- 2.26%
$72.01 - $74.44 $11.7K - $12.1K
7.04K $518M
TRGP
Targa Resources Corp.

Energy
-34
- 14.78%
$160.52 - $174.4 $5.46K - $5.93K
196 $32.8M
PCOR
Procore Technologies, Inc.

Technology
-143
- 19.25%
$61.62 - $76.64 $8.81K - $11K
600 $43.8M
ITGR
Integer Holdings Corp

Healthcare
-54
- 72.97%
$100.19 - $121.77 $5.41K - $6.58K
20 $2.07M
QTWO
Q2 Holdings, Inc.

Technology
-50
- 31.25%
$72.39 - $94.97 $3.62K - $4.75K
110 $7.96M
FTV
Fortive Corp

Technology
-78
- 7.78%
$46.55 - $53.34 $3.63K - $4.16K
924 $45.3M
GKOS
Glaukos Corp

Healthcare
-55
- 50.0%
$79.92 - $106.55 $4.4K - $5.86K
55 $4.49M
NOK
Nokia Corp

Technology
-983
- 18.12%
$4.05 - $5.23 $3.98K - $5.14K
4.44K $21.4M
PRU
Prudential Financial Inc

Financial Services
-42
- 6.55%
$100.68 - $109.89 $4.23K - $4.62K
599 $62.1M
TENB
Tenable Holdings, Inc.

Technology
-195
- 88.64%
$28.58 - $35.46 $5.57K - $6.91K
25 $729K
PODD
Insulet Corp

Healthcare
-16
- 6.93%
$277.3 - $352.82 $4.44K - $5.65K
215 $66.4M
HUBB
Hubbell Inc

Industrials
-18
- 25.35%
$410.51 - $450.93 $7.39K - $8.12K
53 $22.8M
MMSI
Merit Medical Systems Inc

Healthcare
-60
- 52.17%
$80.06 - $96.01 $4.8K - $5.76K
55 $4.58M
TW
Tradeweb Markets Inc.

Financial Services
-33
- 47.14%
$110.5 - $146.12 $3.65K - $4.82K
37 $4.11M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-700
- 12.43%
$11.04 - $11.83 $7.73K - $8.28K
4.93K $57.7M
PH
Parker Hannifin Corp

Industrials
-85
- 8.65%
$697.13 - $769.67 $59.3K - $65.4K
898 $681M
WDFC
Wd 40 CO

Basic Materials
-25
- 96.15%
$195.27 - $233.16 $4.88K - $5.83K
1 $198K
HQY
Healthequity, Inc.

Healthcare
-43
- 26.88%
$87.42 - $103.12 $3.76K - $4.43K
117 $11.1M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-185
- 23.57%
N/A
600 $24.7M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-375
- 14.02%
$14.46 - $15.29 $5.42K - $5.73K
2.3K $34.6M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-77
- 56.62%
$96.73 - $137.09 $7.45K - $10.6K
59 $7.81M
XLP
Consumer Staples Sector Spdr

ETFs
-34
- 3.49%
N/A
941 $73.8M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-430
- 64.18%
$7.48 - $11.55 $3.22K - $4.97K
240 $1.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-267
- 19.88%
$89.32 - $107.82 $23.8K - $28.8K
1.08K $116M
WY
Weyerhaeuser CO

Real Estate
-137
- 7.73%
$24.1 - $26.83 $3.3K - $3.68K
1.64K $40.5M
PLMR
Palomar Holdings, Inc.

Financial Services
-25
- 45.45%
$112.26 - $148.79 $2.81K - $3.72K
30 $3.5M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-45
- 45.0%
$89.59 - $104.45 $4.03K - $4.7K
55 $4.93M
AVPT
Ave Point, Inc.

Technology
-70
- 8.05%
$14.33 - $19.31 $1K - $1.35K
800 $12M
PAR
Par Technology Corp

Technology
-60
- 75.0%
$39.58 - $71.23 $2.37K - $4.27K
20 $792K
AVY
Avery Dennison Corp

Industrials
-3
- 0.94%
$158.71 - $184.63 $476 - $554
315 $51.1M
Sezzle Inc Com
-15
- 42.86%
N/A
20 $1.59M
UPST
Upstart Holdings, Inc.

Financial Services
-45
- 26.47%
$50.8 - $84.13 $2.29K - $3.79K
125 $6.35M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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