Wetherby Asset Management Inc Sells in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
-365
- 5.33%
$64.3 - $77.17 $23.5K - $28.2K
6.49K $433K
JKHY
Henry Jack & Associates Inc

Technology
-177
- 9.36%
$148.45 - $182.09 $26.3K - $32.2K
1.71K $255K
CPRT
Copart Inc

Consumer Cyclical
-4
- 0.02%
$44.6 - $49.97 $178 - $200
20.6K $925K
NGG
National Grid PLC

Utilities
-862
- 6.86%
$67.98 - $74.38 $58.6K - $64.1K
11.7K $850K
TRGP
Targa Resources Corp.

Energy
-28
- 0.25%
$160.52 - $174.4 $4.49K - $4.88K
11.1K $1.86M
UMC
United Microelectronics Corp

Technology
-6.65K
- 2.03%
$6.58 - $7.86 $43.7K - $52.3K
320K $2.43M
D
Dominion Energy, Inc

Utilities
-1.99K
- 19.28%
$56.32 - $62.1 $112K - $124K
8.34K $509K
UNP
Union Pacific Corp

Industrials
-887
- 4.09%
$214.91 - $237.16 $191K - $210K
20.8K $4.92M
AIG
American International Group, Inc.

Financial Services
-83
- 0.89%
$76.34 - $85.87 $6.34K - $7.13K
9.22K $724K
MFC
Manulife Financial Corp

Financial Services
-1.57K
- 5.79%
$29.9 - $32.34 $46.9K - $50.7K
25.5K $795K
CAH
Cardinal Health Inc

Healthcare
-25
- 0.43%
$146.04 - $167.63 $3.65K - $4.19K
5.73K $899K
LI
Li Auto Inc.

Consumer Cyclical
-536
- 1.82%
$22.6 - $31.8 $12.1K - $17K
28.9K $732K
LSTR
Landstar System Inc

Industrials
-67
- 1.9%
$120.68 - $146.55 $8.09K - $9.82K
3.46K $424K
OEF
Ishares S&P 100 ETF

ETFs
-250
- 7.24%
N/A
3.2K $852K
AVY
Avery Dennison Corp

Industrials
-169
- 5.85%
$158.71 - $184.63 $26.8K - $31.2K
2.72K $441K
IEX
Idex Corp

Industrials
-68
- 1.65%
$157.53 - $185.69 $10.7K - $12.6K
4.06K $660K
ARW
Arrow Electronics Inc

Technology
-277
- 6.65%
$114.66 - $133.24 $31.8K - $36.9K
3.89K $470K
CNHI
Cnh Industrial N.V.

Industrials
-5.76K
- 11.17%
N/A
45.8K $477K
TEF
Telefonica S A

Communication Services
-6.1K
- 3.32%
$5.01 - $5.71 $30.6K - $34.8K
178K $903K
MAA
Mid America Apartment Communities Inc.

Real Estate
-248
- 8.53%
$138.38 - $153.2 $34.3K - $38K
2.66K $371K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-976
- 5.35%
$136.48 - $142.97 $133K - $140K
17.3K $2.42M
AKAM
Akamai Technologies Inc

Technology
-624
- 9.59%
N/A
5.89K $534K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-8.64K
- 9.79%
$5.43 - $6.23 $46.9K - $53.8K
79.6K $479K
STLA
Stellantis N.V.

Consumer Cyclical
-3.08K
- 8.93%
$8.74 - $10.37 $26.9K - $31.9K
31.4K $292K
TS
Tenaris Sa

Energy
-708
- 4.17%
$34.66 - $38.85 $24.5K - $27.5K
16.3K $581K
ICL
Icl Group Ltd.

Basic Materials
-364
- 0.51%
$5.93 - $7.31 $2.16K - $2.66K
71.3K $443K
CRWD
Crowd Strike Holdings, Inc.

Technology
-8
- 0.32%
$412.46 - $514.1 $3.3K - $4.11K
2.46K $1.21M
CTRA
Coterra Energy Inc.

Energy
-247
- 1.09%
$23.09 - $25.45 $5.7K - $6.29K
22.4K $528K
VRSN
Verisign Inc

Technology
-111
- 7.1%
$263.02 - $305.98 $29.2K - $34K
1.45K $406K
PTEN
Patterson Uti Energy Inc

Energy
-2.9K
- 7.55%
$5.18 - $6.6 $15K - $19.2K
35.5K $183K
ABEV
Ambev S.A.

Consumer Defensive
-13.9K
- 24.05%
$2.15 - $2.49 $29.9K - $34.6K
43.9K $97K
TPL
Texas Pacific Land Corp

Energy
-10
- 4.07%
$854.83 - $1075.97 $8.55K - $10.8K
236 $220K
CAG
Conagra Brands Inc.

Consumer Defensive
-437
- 3.04%
$18.04 - $21.14 $7.88K - $9.24K
13.9K $255K
BALL
Ball Corp

Consumer Cyclical
-253
- 5.67%
$48.47 - $59.71 $12.3K - $15.1K
4.21K $212K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-447
- 9.83%
$61.86 - $71.34 $27.7K - $31.9K
4.1K $263K
KEP
Korea Electric Power Corp

Utilities
-28
- 0.09%
$12.94 - $14.82 $362 - $415
30.6K $399K
WDAY
Workday, Inc.

Technology
-183
- 2.03%
$213.69 - $247.69 $39.1K - $45.3K
8.82K $2.12M
BR
Broadridge Financial Solutions, Inc.

Technology
-24
- 0.38%
$233.75 - $266.89 $5.61K - $6.41K
6.3K $1.5M
NTRA
Natera, Inc.

Healthcare
-78
- 2.62%
$133.66 - $181.11 $10.4K - $14.1K
2.9K $466K
PSA
Public Storage

Real Estate
-75
- 2.34%
$271.94 - $298.09 $20.4K - $22.4K
3.14K $905K
S
Sentinel One, Inc.

Technology
-1.33K
- 7.48%
$15.81 - $19.78 $20.9K - $26.2K
16.4K $288K
NNN
National Retail Properties, Inc.

Real Estate
-694
- 9.42%
$40.68 - $44.1 $28.2K - $30.6K
6.67K $284K
PANW
Palo Alto Networks Inc

Technology
-69
- 0.39%
$167.06 - $208.19 $11.5K - $14.4K
17.4K $3.55M
O
Realty Income Corp

Real Estate
-1.37K
- 8.29%
$56.13 - $60.79 $76.8K - $83.2K
15.1K $919K
FTV
Fortive Corp

Technology
-230
- 3.84%
$46.55 - $53.34 $10.7K - $12.3K
5.76K $281K
SLB
Schlumberger Limited

Energy
-1.26K
- 4.59%
$32.37 - $37.31 $40.7K - $46.9K
26.1K $898K
MKL
Markel Corp

Financial Services
-5
- 2.56%
$1898.34 - $2031.8 $9.49K - $10.2K
190 $363K
A
Agilent Technologies, Inc.

Healthcare
-844
- 10.65%
$112.04 - $128.75 $94.6K - $109K
7.08K $909K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-215
- 2.35%
$23.52 - $28.77 $5.06K - $6.19K
8.92K $234K
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email