Ellevest, Inc. Sells in Q3 2025

Ellevest, Inc.

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLTR
Dollar Tree, Inc.

Consumer Defensive
-138
- 3.27%
$94.03 - $117.16 $13K - $16.2K
4.08K $385K
NDAQ
Nasdaq, Inc.

Financial Services
-281
- 6.08%
$86.73 - $96.94 $24.4K - $27.2K
4.34K $384K
PSO
Pearson PLC

Communication Services
-1.05K
- 6.2%
$13.86 - $15.1 $14.5K - $15.8K
15.8K $223K
IEMG
Ishares Inc

ETFs
-470
- 1.35%
N/A
34.3K $1.84M
AXP
American Express CO

Financial Services
-228
- 5.56%
$294.27 - $342.31 $67.1K - $78K
3.87K $1.29M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.71K
- 11.31%
$27.67 - $33.53 $47.3K - $57.3K
13.4K $431K
FISV
Fiserv Inc

Technology
-139
- 3.01%
N/A
4.48K $560K
SPXC
Spx Corp

Industrials
-450
- 12.82%
$168.95 - $204.31 $76K - $91.9K
3.06K $571K
CW
Curtiss Wright Corp

Industrials
-104
- 14.48%
$472.43 - $542.94 $49.1K - $56.5K
614 $333K
AEIS
Advanced Energy Industries Inc

Industrials
-578
- 26.02%
$133.59 - $176.59 $77.2K - $102K
1.64K $279K
BXP
Boston Properties Inc

Real Estate
-530
- 13.75%
$62.11 - $78.93 $32.9K - $41.8K
3.32K $247K
AFRM
Affirm Holdings, Inc.

Technology
-612
- 6.91%
$64.05 - $92.18 $39.2K - $56.4K
8.25K $602K
ETN
Eaton Corp PLC

Industrials
-82
- 6.16%
$342.99 - $392.76 $28.1K - $32.2K
1.25K $467K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-583
- 4.47%
$45.22 - $48.34 $26.4K - $28.2K
12.5K $594K
SYF
Synchrony Financial

Financial Services
-272
- 7.53%
$67.53 - $76.86 $18.4K - $20.9K
3.34K $237K
PH
Parker Hannifin Corp

Industrials
-34
- 9.26%
$697.13 - $769.67 $23.7K - $26.2K
333 $252K
FUL
Fuller H B CO

Basic Materials
-11
- 0.32%
$55.6 - $64.06 $612 - $705
3.38K $200K
Teekay Tankers LTD
-218
- 2.32%
N/A
9.18K $0
Astera Labs Inc
-1.08K
- 18.64%
N/A
4.71K $0
Labcorp Holdings Inc
-274
- 26.65%
N/A
754 $0
Kenvue Inc
-1.87K
- 15.53%
N/A
10.1K $0
Arista Networks Inc
-116
- 4.48%
N/A
2.47K $0
Aegon LTD
-9.26K
- 20.41%
N/A
36.1K $0
Rocket Lab Corp
-313
- 1.98%
N/A
15.5K $0
Blackrock Inc
-58
- 13.81%
N/A
362 $0
Corpay Inc
-105
- 10.55%
N/A
890 $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 3.3%
$459.11 - $506.91 $17.4K - $19.3K
1.11K $560K
DASH
Door Dash, Inc.

Communication Services
-467
- 9.13%
$234.5 - $272.5 $110K - $127K
4.65K $1.26M
CPA
Copa Holdings, S.A.

Industrials
-425
- 6.88%
$107.44 - $122.34 $45.7K - $52K
5.75K $683K
VNQ
Vanguard Specialized Funds Van

ETFs
-101
- 1.59%
$88.47 - $93.24 $8.94K - $9.42K
6.27K $572K
LITE
Lumentum Holdings Inc.

Technology
-1.7K
- 40.81%
$90.44 - $171.5 $154K - $292K
2.47K $401K
DHT
Dht Holdings, Inc.

Energy
-2.42K
- 8.09%
$10.72 - $12.95 $26K - $31.4K
27.5K $328K
CBRE
Cbre Group, Inc.

Real Estate
-666
- 10.19%
$137.04 - $165.9 $91.3K - $110K
5.87K $924K
NVS
Novartis Ag

Healthcare
-513
- 4.86%
$113.5 - $129.73 $58.2K - $66.6K
10K $1.29M
SCHW
Schwab Charles Corp

Financial Services
-155
- 2.17%
$91.03 - $98.69 $14.1K - $15.3K
7K $668K
USB
Us Bancorp \De\

Financial Services
-113
- 1.57%
$43.94 - $50.41 $4.97K - $5.7K
7.1K $343K
EME
Emcor Group, Inc.

Industrials
-103
- 14.21%
$530.88 - $655.83 $54.7K - $67.6K
622 $404K
WCC
Wesco International Inc

Industrials
-252
- 9.16%
$189.22 - $227.19 $47.7K - $57.3K
2.5K $528K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.24K
- 5.86%
$25.29 - $28.33 $31.3K - $35.1K
19.9K $554K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-89
- 3.35%
$148.97 - $165.88 $13.3K - $14.8K
2.57K $422K
STT
State Street Corp

Financial Services
-73
- 2.23%
$102.01 - $117.25 $7.45K - $8.56K
3.21K $372K
PWR
Quanta Services, Inc.

Industrials
-11
- 1.32%
$372.29 - $421.68 $4.1K - $4.64K
821 $340K
GS
Goldman Sachs Group Inc

Financial Services
-276
- 9.64%
$696.56 - $806.32 $192K - $223K
2.59K $2.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-138
- 5.15%
$567.77 - $614.76 $78.4K - $84.8K
2.54K $1.56M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-49
- 0.98%
$109.47 - $119.06 $5.36K - $5.83K
4.96K $586K
ING
Ing Groep Nv

Financial Services
-2.25K
- 9.68%
$22.0 - $26.08 $49.5K - $58.7K
21K $547K
TJX
Tjx Companies Inc

Consumer Cyclical
-961
- 10.24%
$121.35 - $144.54 $117K - $139K
8.43K $1.22M
IEFA
Ishares Tr

ETFs
-2.01K
- 3.29%
$81.7 - $87.53 $164K - $175K
58.9K $5.14M
APH
Amphenol Corp

Technology
-359
- 8.68%
$97.39 - $125.4 $35K - $45K
3.78K $467K
Activity Summary
Buys All Purchases 238 New Holdings 85 Increased Positions 153 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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