Robertson Stephens Wealth Management, LLC Incresed Positions in Q3 2025

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
2.51K
+ 15.37%
$26.94 - $29.62 $67.6K - $74.3K
18.8K $531K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
150
+ 10.23%
$170.68 - $192.95 $25.6K - $28.9K
1.62K $309K
ACWI
Ishares Msci Acwi ETF

ETFs
156
+ 4.28%
$128.32 - $138.41 $20K - $21.6K
3.8K $525K
PWR
Quanta Services, Inc.

Industrials
38
+ 4.39%
$372.29 - $421.68 $14.1K - $16K
903 $374K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.88K
+ 8.7%
$23.09 - $23.43 $43.4K - $44K
23.5K $549K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.26%
$98.99 - $112.2 $1.09K - $1.23K
4.2K $464K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
900
+ 4.39%
$21.69 - $23.34 $19.5K - $21K
21.4K $498K
MFC
Manulife Financial Corp

Financial Services
1.74K
+ 10.24%
$29.9 - $32.34 $51.9K - $56.2K
18.7K $582K
CSX
Csx Corp

Industrials
403
+ 4.72%
$32.05 - $36.52 $12.9K - $14.7K
8.94K $317K
UL
Unilever PLC

Consumer Defensive
813
+ 15.42%
$58.43 - $65.01 $47.5K - $52.9K
6.09K $360K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
37
+ 0.26%
$47.63 - $50.52 $1.76K - $1.87K
14.5K $728K
EWJ
Ishares Msci Japan ETF

ETFs
4
+ 0.07%
$71.69 - $81.49 $287 - $326
5.94K $476K
PGR
Progressive Corp

Financial Services
204
+ 19.83%
$238.61 - $264.3 $48.7K - $53.9K
1.23K $304K
COLB
Columbia Banking System, Inc.

Financial Services
248
+ 2.71%
$23.26 - $27.31 $5.77K - $6.77K
9.39K $241K
KOS
Kosmos Energy Ltd.

Energy
15K
+ 125.0%
$1.62 - $2.39 $24.3K - $35.9K
27K $44K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
411
+ 1.36%
$50.53 - $50.82 $20.8K - $20.9K
30.6K $1.56M
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.34%
$328.67 - $358.52 $1.31K - $1.43K
1.17K $410K
GIS
General Mills Inc

Consumer Defensive
608
+ 10.09%
$48.44 - $53.83 $29.5K - $32.7K
6.63K $334K
IGV
Ishares Expanded Tech Software

ETFs
75
+ 3.56%
$105.96 - $117.79 $7.95K - $8.83K
2.18K $250K
CEG
Constellation Energy Corp

Utilities
33
+ 3.29%
$298.82 - $354.89 $9.86K - $11.7K
1.04K $340K
AMGN
Amgen Inc

Healthcare
6
+ 0.15%
$271.18 - $309.22 $1.63K - $1.86K
4.04K $1.14M
INTU
Intuit Inc

Technology
98
+ 18.67%
$646.03 - $807.39 $63.3K - $79.1K
623 $425K
SHEL
Shell PLC

Energy
71
+ 1.44%
$69.82 - $73.93 $4.96K - $5.25K
5K $357K
LYG
Lloyds Banking Group PLC

Financial Services
1.26K
+ 9.96%
$4.03 - $4.63 $5.06K - $5.82K
13.9K $62K
BBAX
J P Morgan Betabuilders Develo

ETFs
2
+ 0.04%
$53.96 - $58.06 $108 - $116
4.52K $254K
PRI
Primerica, Inc.

Financial Services
14
+ 1.58%
$255.46 - $285.58 $3.58K - $4K
898 $249K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
143
+ 11.57%
$196.15 - $217.83 $28K - $31.1K
1.38K $277K
BMY
Bristol Myers Squibb CO

Healthcare
426
+ 4.1%
$43.31 - $48.98 $18.5K - $20.9K
10.8K $488K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.04%
$106.17 - $107.3 $106 - $107
2.59K $276K
Brookfield Corp
77
+ 2.29%
N/A
3.44K $0
Lithium Argentina Ag
2.36K
+ 13.97%
N/A
19.3K $0
Vanguard Malvern Fds
13K
+ 231.32%
N/A
18.7K $0
Bgc Group Inc
59.8K
+ 3.84%
N/A
1.62M $0
Lam Research Corp
534
+ 4.49%
N/A
12.4K $0
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.13%
N/A
771 $210K
Fidelity Wise Origin Bitcoin
822
+ 19.59%
N/A
5.02K $0
Arm Holdings PLC
150
+ 3.61%
N/A
4.3K $0
J P Morgan Exchange Traded F
4.18K
+ 27.63%
N/A
19.3K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
720
+ 7.93%
$60.9 - $70.75 $43.8K - $50.9K
9.8K $612K
Ishares Bitcoin Trust ETF
3.17K
+ 57.42%
N/A
8.69K $0
Blackrock ETF Trust Ii
42.2K
+ 219.04%
N/A
61.4K $0
TTEC
Ttec Holdings, Inc.

Technology
15K
+ 41.81%
$2.71 - $5.45 $40.7K - $81.8K
50.9K $170K
KMI
Kinder Morgan, Inc.

Energy
528
+ 3.08%
$26.23 - $28.5 $13.8K - $15K
17.7K $500K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
51
+ 0.37%
$10.17 - $11.97 $519 - $610
13.7K $139K
PPG
Ppg Industries Inc

Basic Materials
25
+ 1.13%
$103.65 - $119.07 $2.59K - $2.98K
2.25K $236K
HRB
H&R Block Inc

Consumer Cyclical
39
+ 0.67%
$49.28 - $56.76 $1.92K - $2.21K
5.82K $294K
WM
Waste Management Inc

Industrials
64
+ 0.73%
$213.88 - $237.1 $13.7K - $15.2K
8.87K $1.96M
SBUX
Starbucks Corp

Consumer Cyclical
144
+ 1.28%
$81.9 - $96.86 $11.8K - $13.9K
11.4K $962K
CTSH
Cognizant Technology Solutions Corp

Technology
40
+ 0.52%
$66.67 - $80.98 $2.67K - $3.24K
7.68K $514K
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
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