Badgley Phelps Wealth Managers, LLC Sells in Q2 2025

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-197
- 19.76%
$237.53 - $309.8 $46.8K - $61K
800 $243K
AFL
Aflac Inc

Financial Services
-4
- 0.1%
$99.77 - $112.45 $399 - $450
3.81K $401K
MO
Altria Group, Inc.

Consumer Defensive
-4
- 0.03%
$55.56 - $60.91 $222 - $244
15.2K $888K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-198
- 1.96%
$96.84 - $99.46 $19.2K - $19.7K
9.91K $982K
MA
Mastercard Inc

Financial Services
-91
- 3.6%
$479.92 - $590.74 $43.7K - $53.8K
2.43K $1.37M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-569
- 9.9%
$33.13 - $40.67 $18.9K - $23.1K
5.18K $210K
T
At&T Inc.

Communication Services
-362
- 4.46%
$26.33 - $28.94 $9.53K - $10.5K
7.76K $224K
NVO
Novo Nordisk A S

Healthcare
-34
- 0.81%
$58.08 - $81.05 $1.97K - $2.76K
4.15K $286K
CSGP
Costar Group, Inc.

Real Estate
-2.65K
- 1.48%
$72.62 - $83.22 $192K - $221K
176K $14.2M
SO
Southern CO

Utilities
-23
- 0.88%
$84.91 - $92.56 $1.95K - $2.13K
2.59K $237K
Lam Research Corp
-4.39K
- 1.98%
N/A
217K $0
Jacobs Solutions Inc
-71K
- 75.67%
N/A
22.8K $0
Blackrock Inc
-26
- 1.75%
N/A
1.46K $0
Ferguson Enterprises Inc
-534
- 18.19%
N/A
2.4K $0
Aptiv PLC
-96
- 1.17%
N/A
8.1K $0
Linde PLC
-400
- 0.58%
N/A
68.1K $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-7
- 0.2%
$60.29 - $71.77 $422 - $502
3.48K $242K
SPGI
S&P Global Inc.

Financial Services
-8
- 1.91%
$438.31 - $527.29 $3.51K - $4.22K
411 $216K
CVS
Cvs Health Corp

Healthcare
-151
- 1.18%
$60.04 - $70.18 $9.07K - $10.6K
12.6K $871K
WSM
Williams Sonoma Inc

Consumer Cyclical
-2
- 0.15%
$137.62 - $174.44 $275 - $349
1.3K $213K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-300
- 6.51%
$39.08 - $48.9 $11.7K - $14.7K
4.31K $210K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-74
- 3.57%
$86.93 - $109.64 $6.43K - $8.11K
2K $219K
ADP
Automatic Data Processing Inc

Industrials
-16
- 0.19%
$276.76 - $326.81 $4.43K - $5.23K
8.26K $2.55M
NRDS
Nerdwallet, Inc.

Financial Services
-8K
- 14.22%
$7.8 - $11.85 $62.4K - $94.8K
48.3K $529K
GM
General Motors CO

Consumer Cyclical
-63
- 0.54%
$42.48 - $50.46 $2.68K - $3.18K
11.6K $572K
SYY
Sysco Corp

Consumer Defensive
-141
- 0.27%
$68.0 - $75.91 $9.59K - $10.7K
51.4K $3.89M
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 1.51%
$451.58 - $565.94 $4.52K - $5.66K
653 $354K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-135
- 3.14%
$57.41 - $74.81 $7.75K - $10.1K
4.16K $309K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5
- 0.04%
$19.1 - $23.83 $95.5 - $119
12.3K $294K
GLD
Spdr Gold Trust

ETFs
-59
- 1.98%
$273.71 - $316.29 $16.1K - $18.7K
2.92K $888K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-15
- 0.16%
$53.75 - $67.21 $806 - $1.01K
9.27K $613K
FFIV
F5, Inc.

Technology
-41
- 1.46%
$239.25 - $295.9 $9.81K - $12.1K
2.76K $812K
TT
Trane Technologies PLC

Industrials
-5
- 0.64%
$315.21 - $437.41 $1.58K - $2.19K
780 $341K
XLK
Technology Sector Spdr

ETFs
-575
- 11.67%
$179.73 - $253.23 $103K - $146K
4.35K $1.1M
SCHW
Schwab Charles Corp

Financial Services
-254
- 3.05%
$69.06 - $91.24 $17.5K - $23.2K
8.08K $737K
EL
Estee Lauder Companies Inc

Consumer Defensive
-8
- 0.12%
$50.06 - $80.8 $400 - $646
6.41K $517K
GS
Goldman Sachs Group Inc

Financial Services
-39
- 4.91%
$462.22 - $707.75 $18K - $27.6K
755 $534K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-72
- 3.46%
$141.37 - $228.57 $10.2K - $16.5K
2.01K $455K
DE
Deere & CO

Industrials
-231
- 3.86%
$412.99 - $531.48 $95.4K - $123K
5.76K $2.93M
IRM
Iron Mountain Inc

Real Estate
-25
- 0.34%
$76.93 - $105.25 $1.92K - $2.63K
7.25K $743K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-93
- 1.84%
$160.22 - $209.35 $14.9K - $19.5K
4.97K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-376
- 0.63%
$19.6 - $24.44 $7.37K - $9.19K
59.3K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59
- 0.2%
$90.56 - $109.49 $5.34K - $6.46K
30K $3.28M
VGT
Vanguard Information Technolog

ETFs
-12
- 0.95%
$470.37 - $663.28 $5.64K - $7.96K
1.26K $832K
CRM
Salesforce, Inc.

Technology
-1.38K
- 1.14%
$236.26 - $291.15 $326K - $401K
120K $32.6M
RTX
Raytheon Technologies Corp

Industrials
-316
- 2.03%
$113.75 - $148.48 $35.9K - $46.9K
15.2K $2.22M
CTSH
Cognizant Technology Solutions Corp

Technology
-782
- 0.52%
$66.47 - $81.81 $52K - $64K
150K $11.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.57K
- 2.55%
$24.38 - $30.18 $62.6K - $77.5K
98.1K $2.96M
DG
Dollar General Corp

Consumer Defensive
-3
- 0.04%
$86.02 - $114.95 $258 - $345
6.9K $789K
Activity Summary
Buys All Purchases 123 New Holdings 8 Increased Positions 115 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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