Cobblestone Capital Advisors LLC Sells in Q3 2025

Cobblestone Capital Advisors LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
-3.37K
- 2.71%
$148.45 - $182.09 $500K - $614K
121K $18M
AMT
American Tower Corp

Real Estate
-242
- 0.4%
$192.32 - $232.35 $46.5K - $56.2K
60.6K $11.7M
CPRT
Copart Inc

Consumer Cyclical
-2.38K
- 0.58%
$44.6 - $49.97 $106K - $119K
407K $18.3M
MKL
Markel Corp

Financial Services
-3
- 0.02%
$1898.34 - $2031.8 $5.7K - $6.1K
20K $38.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-105K
- 2.08%
$22.64 - $23.22 $2.37M - $2.43M
4.94M $114M
MCO
Moodys Corp

Financial Services
-31
- 0.05%
$472.69 - $521.32 $14.7K - $16.2K
58.9K $28.1M
V
Visa Inc.

Financial Services
-20
- 0.02%
$332.09 - $358.86 $6.64K - $7.18K
105K $35.9M
DEO
Diageo PLC

Consumer Defensive
-7.1K
- 5.57%
$93.64 - $115.33 $665K - $819K
120K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
-73
- 0.45%
$915.95 - $994.57 $66.9K - $72.6K
16.3K $15.1M
PAYX
Paychex Inc

Industrials
-876
- 1.73%
$126.69 - $147.99 $111K - $130K
49.8K $6.31M
PG
Procter & Gamble CO

Consumer Defensive
-248
- 0.48%
$150.47 - $161.22 $37.3K - $40K
51.4K $7.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.19K
- 2.86%
$50.47 - $50.74 $312K - $314K
210K $10.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
-271
- 4.44%
$131.78 - $176.09 $35.7K - $47.7K
5.83K $784K
SCHO
Schwab Short Term Us Treasury

ETFs
-8.25K
- 8.29%
$24.23 - $24.42 $200K - $201K
91.2K $2.23M
INTU
Intuit Inc

Technology
-135
- 17.42%
$646.03 - $807.39 $87.2K - $109K
640 $437K
CMCSA
Comcast Corp

Communication Services
-327
- 0.87%
$31.41 - $36.33 $10.3K - $11.9K
37.4K $1.18M
ACN
Accenture PLC

Technology
-20
- 0.79%
$232.56 - $304.78 $4.65K - $6.1K
2.5K $617K
ADBE
Adobe Inc.

Technology
-139
- 5.71%
$333.65 - $392.1 $46.4K - $54.5K
2.3K $810K
DIS
Walt Disney CO

Communication Services
-204
- 1.83%
$112.25 - $124.0 $22.9K - $25.3K
11K $1.26M
SYK
Stryker Corp

Healthcare
-12
- 0.27%
$368.57 - $403.53 $4.42K - $4.84K
4.41K $1.63M
CB
Chubb LTD

Financial Services
-357
- 20.02%
$265.99 - $289.59 $95K - $103K
1.43K $402K
LLY
Eli Lilly & CO

Healthcare
-97
- 6.0%
$625.65 - $812.69 $60.7K - $78.8K
1.52K $1.16M
PM
Philip Morris International Inc.

Consumer Defensive
-26
- 0.57%
$157.77 - $183.27 $4.1K - $4.77K
4.53K $734K
CCK
Crown Holdings Inc

Consumer Cyclical
-22
- 0.24%
$92.19 - $108.12 $2.03K - $2.38K
9.31K $899K
WEN
Wendy'S CO

Consumer Cyclical
-1.05K
- 4.8%
$9.09 - $11.88 $9.54K - $12.5K
20.8K $190K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.76K
- 5.61%
$39.58 - $40.74 $69.5K - $71.6K
29.6K $1.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-485
- 3.74%
$100.16 - $100.7 $48.6K - $48.8K
12.5K $1.26M
META
Meta Platforms, Inc.

Communication Services
-40
- 1.2%
$695.21 - $791.73 $27.8K - $31.7K
3.3K $2.42M
OTIS
Otis Worldwide Corp

Industrials
-125
- 4.68%
$84.93 - $101.07 $10.6K - $12.6K
2.55K $232K
UNH
Unitedhealth Group Inc

Healthcare
-395
- 12.42%
$237.77 - $353.61 $93.9K - $140K
2.79K $961K
NKE
Nike, Inc.

Consumer Cyclical
-150
- 1.02%
$69.24 - $79.24 $10.4K - $11.9K
14.6K $1.02M
WFC
Wells Fargo & Company

Financial Services
-5.81K
- 4.61%
$77.05 - $85.16 $447K - $494K
120K $10.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-785
- 6.99%
$28.38 - $29.05 $22.3K - $22.8K
10.4K $301K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-155
- 9.79%
$132.9 - $142.03 $20.6K - $22K
1.43K $201K
PFE
Pfizer Inc

Healthcare
-2.51K
- 5.74%
$23.29 - $25.88 $58.3K - $64.8K
41.1K $1.05M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-85
- 0.94%
$82.38 - $83.0 $7K - $7.06K
9K $746K
DVY
Ishares Tr

ETFs
-182
- 8.5%
$133.88 - $142.57 $24.4K - $25.9K
1.96K $278K
PANW
Palo Alto Networks Inc

Technology
-18
- 1.22%
$167.06 - $208.19 $3.01K - $3.75K
1.45K $295K
AON
Aon PLC

Financial Services
-7
- 0.77%
$350.91 - $375.27 $2.46K - $2.63K
905 $322K
DHR
Danaher Corp

Healthcare
-22
- 1.07%
$181.46 - $212.2 $3.99K - $4.67K
2.03K $403K
TXN
Texas Instruments Inc

Technology
-9
- 0.61%
N/A
1.47K $285K
Arista Networks Inc
-25
- 1.1%
N/A
2.25K $0
Ge Vernova Inc
-4
- 0.25%
N/A
1.57K $0
IEFA
Ishares Tr

ETFs
-370
- 4.34%
$81.7 - $87.53 $30.2K - $32.4K
8.15K $711K
Brookfield Corp
-3.06K
- 0.91%
N/A
333K $0
Te Connectivity PLC
-64
- 3.65%
N/A
1.69K $0
ECL
Ecolab Inc.

Basic Materials
-9
- 1.09%
$259.39 - $285.47 $2.33K - $2.57K
815 $223K
IVV
Ishares Core S&P 500 ETF

ETFs
-296
- 7.2%
$620.67 - $670.08 $184K - $198K
3.81K $2.55M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-760
- 4.43%
$30.76 - $33.01 $23.4K - $25.1K
16.4K $537K
Activity Summary
Buys All Purchases 116 New Holdings 10 Increased Positions 106 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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