Robertson Stephens Wealth Management, LLC Sells in Q3 2025

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-6.75K
- 7.78%
$58.43 - $58.88 $394K - $397K
80K $4.71M
IT
Gartner Inc

Technology
-6
- 0.23%
$225.98 - $406.7 $1.36K - $2.44K
2.62K $688K
CMCSA
Comcast Corp

Communication Services
-6.49K
- 17.15%
$31.41 - $36.33 $204K - $236K
31.4K $985K
IBM
International Business Machines Corp

Technology
-638
- 4.59%
$234.77 - $292.47 $150K - $187K
13.3K $3.75M
CSCO
Cisco Systems, Inc.

Technology
-4.49K
- 9.55%
$66.2 - $71.79 $297K - $322K
42.6K $2.91M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.19K
- 29.18%
$134.94 - $145.86 $431K - $465K
7.75K $1.13M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-24.8K
- 10.66%
$18.82 - $19.8 $467K - $491K
208K $4.04M
FXI
Ishares Tr

ETFs
-23.9K
- 16.3%
$36.18 - $41.62 $866K - $997K
123K $5.06M
NEE
Nextera Energy Inc

Utilities
-6.39K
- 26.47%
$69.77 - $77.54 $446K - $496K
17.8K $1.34M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-14.6K
- 37.08%
$25.8 - $29.15 $377K - $425K
24.8K $701K
USB
Us Bancorp \De\

Financial Services
-7.22K
- 35.29%
$43.94 - $50.41 $317K - $364K
13.2K $640K
PM
Philip Morris International Inc.

Consumer Defensive
-1.24K
- 33.67%
$157.77 - $183.27 $195K - $227K
2.44K $395K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-31
- 13.42%
$5364.25 - $5815.92 $166K - $180K
200 $1.08M
ELV
Elevance Health, Inc.

Healthcare
-150
- 5.22%
$274.66 - $395.76 $41.2K - $59.4K
2.73K $880K
ADBE
Adobe Inc.

Technology
-289
- 7.38%
$333.65 - $392.1 $96.4K - $113K
3.63K $1.28M
MKC
Mccormick & CO Inc

Consumer Defensive
-174
- 0.71%
$64.3 - $77.17 $11.2K - $13.4K
24.5K $1.64M
FISV
Fiserv Inc

Technology
-1.82K
- 8.66%
N/A
19.2K $2.4M
MA
Mastercard Inc

Financial Services
-404
- 10.76%
$550.18 - $598.96 $222K - $242K
3.35K $1.91M
GREK
Global X Msci Greece ETF

ETFs
-4.85K
- 24.91%
$58.63 - $66.89 $285K - $325K
14.6K $942K
WEC
Wec Energy Group, Inc.

Utilities
-2.08K
- 38.62%
$103.66 - $114.59 $215K - $238K
3.3K $377K
FTNT
Fortinet, Inc.

Technology
-591
- 10.02%
$74.39 - $107.65 $44K - $63.6K
5.31K $446K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.77K
- 10.66%
$72.65 - $78.68 $492K - $533K
56.7K $4.45M
VRSK
Verisk Analytics, Inc.

Industrials
-74
- 2.9%
$242.3 - $312.95 $17.9K - $23.2K
2.47K $622K
EEM
Ishares Msci Emerging Markets

ETFs
-9.06K
- 14.55%
$48.07 - $53.4 $436K - $484K
53.2K $2.84M
XLE
Energy Sector Spdr

ETFs
-3.4K
- 10.48%
$84.25 - $91.99 $286K - $313K
29K $2.59M
WMT
Walmart Inc.

Consumer Defensive
-5.68K
- 6.93%
$94.4 - $104.27 $536K - $592K
76.3K $7.86M
BFST
Business First Bancshares, Inc.

Financial Services
-305
- 0.23%
$22.92 - $26.38 $6.99K - $8.05K
133K $3.15M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4.3K
- 3.42%
$46.86 - $48.27 $201K - $208K
121K $5.83M
ISRG
Intuitive Surgical Inc

Healthcare
-160
- 21.74%
$433.66 - $544.47 $69.4K - $87.1K
576 $257K
HON
Honeywell International Inc

Industrials
-295
- 9.47%
$207.7 - $240.4 $61.3K - $70.9K
2.82K $593K
COF
Capital One Financial Corp

Financial Services
-604
- 3.02%
$207.29 - $229.74 $125K - $139K
19.4K $4.12M
EMR
Emerson Electric CO

Industrials
-802
- 9.07%
$128.6 - $149.63 $103K - $120K
8.04K $1.05M
COP
Conocophillips

Energy
-1.57K
- 24.92%
$91.0 - $98.99 $143K - $155K
4.72K $446K
DUK
Duke Energy Corp

Utilities
-1.05K
- 36.85%
$116.31 - $125.93 $123K - $133K
1.81K $223K
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.81K
- 9.55%
$74.68 - $80.26 $210K - $225K
26.6K $2.13M
HEZU
Ishares Currency Hedged Msci E

ETFs
-7.44K
- 3.98%
$39.55 - $42.16 $294K - $314K
179K $7.56M
DE
Deere & CO

Industrials
-118
- 13.61%
$457.26 - $524.37 $54K - $61.9K
749 $342K
CARR
Carrier Global Corp

Industrials
-276
- 4.82%
$58.75 - $80.73 $16.2K - $22.3K
5.46K $325K
PEP
Pepsico Inc

Consumer Defensive
-2.23K
- 8.52%
$133.81 - $152.16 $298K - $339K
23.9K $3.36M
DVY
Ishares Tr

ETFs
-1.49K
- 11.43%
$133.88 - $142.57 $199K - $212K
11.5K $1.64M
VUG
Vanguard Growth ETF

ETFs
-4.64K
- 8.95%
$433.97 - $484.08 $2.01M - $2.25M
47.2K $22.7M
OUNZ
Van Eck Merk Gold Trust

ETFs
-6.98K
- 21.14%
$31.49 - $37.19 $220K - $260K
26K $967K
VST
Vistra Corp.

Utilities
-440
- 27.18%
$182.0 - $217.92 $80.1K - $95.9K
1.18K $230K
CRWD
Crowd Strike Holdings, Inc.

Technology
-122
- 10.42%
$412.46 - $514.1 $50.3K - $62.7K
1.05K $514K
AXP
American Express CO

Financial Services
-587
- 6.69%
$294.27 - $342.31 $173K - $201K
8.19K $2.72M
ICF
Ishares Tr

ETFs
-1.27K
- 24.49%
$59.57 - $62.89 $75.7K - $79.9K
3.92K $241K
DWM
Wisdomtree Tr

ETFs
-1.75K
- 10.77%
$62.79 - $66.96 $110K - $117K
14.5K $960K
EPI
Wisdomtree Tr India Earnings F

ETFs
-93
- 0.44%
$43.79 - $47.63 $4.07K - $4.43K
21K $926K
MCO
Moodys Corp

Financial Services
-9
- 0.35%
$472.69 - $521.32 $4.25K - $4.69K
2.58K $1.23M
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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