Robertson Stephens Wealth Management, LLC Purchases in Q3 2025

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
5.09K
+ 19.7%
$77.6 - $87.37 $395K - $445K
30.9K $2.6M
TECK
Teck Resources LTD

Basic Materials
11.6K
New
$31.27 - $44.1 $364K - $513K
11.6K $510K
GWW
W.W. Grainger, Inc.

Industrials
514
New
$932.44 - $1059.49 $479K - $545K
514 $489K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21K
New
$22.84 - $22.95 $480K - $482K
21K $481K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.28K
+ 56.89%
$94.17 - $99.95 $403K - $427K
11.8K $1.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.55K
+ 28.09%
$82.38 - $83.0 $457K - $461K
25.3K $2.1M
C
Citigroup Inc

Financial Services
327
+ 1.29%
$85.57 - $103.49 $28K - $33.8K
25.7K $2.61M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
16.8K
+ 4.2%
$22.64 - $23.22 $381K - $390K
417K $9.64M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.04K
+ 3.2%
$126.64 - $135.65 $132K - $141K
33.6K $4.56M
ROST
Ross Stores, Inc.

Consumer Cyclical
392
+ 2.72%
$127.59 - $152.81 $50K - $59.9K
14.8K $2.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.5K
+ 5.97%
$26.38 - $27.95 $251K - $265K
169K $4.6M
VFH
Vanguard Financial ETF

ETFs
1.12K
+ 1.9%
$125.23 - $132.78 $140K - $148K
60K $7.87M
BX
Blackstone Inc.

Financial Services
1.3K
+ 18.15%
$152.77 - $188.68 $199K - $245K
8.47K $1.45M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
15K
+ 12.73%
$23.53 - $23.89 $353K - $359K
133K $3.17M
SATS
Echo Star Corp

Technology
4.5K
New
$26.33 - $83.57 $118K - $376K
4.5K $343K
EVRG
Evergy, Inc.

Utilities
3.81K
New
$67.73 - $76.02 $258K - $290K
3.81K $289K
KO
Coca Cola CO

Consumer Defensive
5.62K
+ 29.53%
$65.67 - $71.67 $369K - $403K
24.7K $1.63M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.05K
+ 16.27%
$49.09 - $50.58 $248K - $255K
36.1K $1.82M
RDVY
First Trust Rising Dividend Ac

ETFs
3.9K
+ 98.23%
$62.38 - $67.29 $243K - $262K
7.86K $528K
TJX
Tjx Companies Inc

Consumer Cyclical
1.21K
+ 24.99%
$121.35 - $144.54 $147K - $175K
6.07K $877K
EEMV
Ishares Msci Emerging Markets

ETFs
4.34K
New
$61.94 - $64.63 $269K - $281K
4.34K $277K
ZTS
Zoetis Inc.

Healthcare
1.87K
New
$141.13 - $159.19 $264K - $298K
1.87K $274K
CVX
Chevron Corp

Energy
57
+ 0.28%
$145.57 - $161.83 $8.3K - $9.22K
20.6K $3.2M
MSI
Motorola Solutions, Inc.

Technology
500
+ 74.18%
$408.73 - $490.3 $204K - $245K
1.17K $536K
PG
Procter & Gamble CO

Consumer Defensive
2.18K
+ 14.73%
$150.47 - $161.22 $328K - $351K
17K $2.61M
UBER
Uber Technologies, Inc

Technology
2.32K
+ 47.93%
$86.91 - $99.57 $201K - $231K
7.15K $700K
NVO
Novo Nordisk A S

Healthcare
4.52K
New
$45.38 - $71.7 $205K - $324K
4.52K $250K
BA
Boeing CO

Industrials
738
+ 5.46%
$209.79 - $237.38 $155K - $175K
14.3K $3.08M
UNP
Union Pacific Corp

Industrials
735
+ 6.91%
$214.91 - $237.16 $158K - $174K
11.4K $2.69M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.33K
+ 28.68%
$96.22 - $98.19 $224K - $229K
10.4K $1.02M
BK
Bank Of New York Mellon Corp

Financial Services
2.11K
New
$90.65 - $109.75 $191K - $231K
2.11K $229K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.3K
New
$20.76 - $21.78 $213K - $223K
10.3K $221K
IMCR
Immunocore Holdings PLC

Healthcare
6.03K
New
$31.87 - $37.2 $192K - $224K
6.03K $219K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.31K
New
$158.03 - $197.08 $206K - $257K
1.31K $218K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.53K
New
$71.86 - $87.45 $182K - $221K
2.53K $211K
IFN
India Fund Inc

Financial Services
18.2K
+ 58.83%
$14.56 - $16.59 $264K - $301K
49K $717K
ASML
Asml Holding Nv

Technology
165
+ 59.14%
$689.63 - $968.09 $114K - $160K
444 $429K
BP
Bp PLC

Energy
5.92K
New
$30.25 - $35.69 $179K - $211K
5.92K $204K
VO
Vanguard Mid Cap ETF

ETFs
275
+ 3.14%
$279.83 - $293.74 $77K - $80.8K
9.04K $2.65M
PAAS
Pan American Silver Corp

Basic Materials
1.11K
+ 7.16%
$27.02 - $38.81 $30K - $43.1K
16.6K $643K
SYY
Sysco Corp

Consumer Defensive
2.44K
New
$76.33 - $82.51 $186K - $201K
2.44K $200K
AMD
Advanced Micro Devices Inc

Technology
453
+ 7.33%
$134.8 - $184.42 $61.1K - $83.5K
6.63K $1.07M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
15K
New
$11.84 - $13.45 $178K - $202K
15K $189K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.82K
+ 2.63%
$21.68 - $22.04 $170K - $172K
305K $6.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.08K
+ 1.69%
N/A
125K $10.7M
CG
Carlyle Group Inc.

Financial Services
1.65K
+ 34.68%
$52.82 - $69.35 $87K - $114K
6.4K $401K
IRBO
Ishares Robotics & Artificial

ETFs
4.85K
New
N/A
4.85K $155K
ADI
Analog Devices Inc

Technology
568
+ 29.28%
$220.68 - $255.63 $125K - $145K
2.51K $616K
PEG
Public Service Enterprise Group Inc

Utilities
1.74K
+ 70.73%
$79.99 - $90.14 $139K - $157K
4.21K $350K
Activity Summary
Buys All Purchases 187 New Holdings 33 Increased Positions 154 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email