Robertson Stephens Wealth Management, LLC Purchases in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.5K
+ 1.99%
$96.84 - $99.46 $727K - $746K
385K $38.2M
IDV
Ishares Tr

ETFs
26.4K
New
$27.79 - $34.84 $733K - $919K
26.4K $910K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
36.7K
+ 45.13%
$22.36 - $23.73 $820K - $871K
118K $2.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13.5K
New
$53.75 - $67.21 $728K - $910K
13.5K $896K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.1K
+ 8.4%
$77.94 - $79.5 $787K - $802K
130K $10.4M
MA
Mastercard Inc

Financial Services
1.47K
+ 64.33%
$479.92 - $590.74 $705K - $868K
3.76K $2.11M
SPGI
S&P Global Inc.

Financial Services
1.42K
+ 28.7%
$438.31 - $527.29 $622K - $749K
6.37K $3.36M
ILCV
Ishares Morningstar Value ETF

ETFs
10K
New
$72.16 - $83.39 $723K - $835K
10K $835K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.39K
+ 6.02%
$90.56 - $109.49 $398K - $481K
77.3K $8.45M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4.59K
+ 9.79%
$65.04 - $82.18 $299K - $378K
51.5K $4.24M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.08K
+ 49.43%
$224.16 - $285.86 $465K - $593K
6.27K $1.79M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
16.8K
New
$34.17 - $42.88 $575K - $722K
16.8K $721K
LLY
Eli Lilly & CO

Healthcare
1.28K
+ 21.39%
$713.71 - $898.95 $912K - $1.15M
7.25K $5.65M
IBM
International Business Machines Corp

Technology
252
+ 1.84%
$221.03 - $294.78 $55.7K - $74.3K
13.9K $4.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
28.9K
+ 10.75%
$21.57 - $21.99 $622K - $634K
297K $6.52M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
275
+ 0.71%
$27.82 - $46.45 $7.65K - $12.8K
39K $1.81M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
14K
+ 10.04%
$23.14 - $27.82 $323K - $388K
153K $4.18M
EMR
Emerson Electric CO

Industrials
3.66K
+ 70.46%
$94.15 - $133.33 $344K - $487K
8.84K $1.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
113
+ 1.32%
$179.95 - $278.88 $20.3K - $31.5K
8.69K $2.42M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.3K
New
$50.09 - $51.09 $564K - $575K
11.3K $575K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7.47K
+ 35.81%
$72.12 - $76.23 $539K - $569K
28.3K $2.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.14K
New
$65.84 - $80.81 $470K - $577K
7.14K $571K
TT
Trane Technologies PLC

Industrials
1.31K
New
$315.21 - $437.41 $411K - $571K
1.31K $570K
EMGF
Ishares Msci Emerging Markets

ETFs
8.43K
+ 42.59%
$41.37 - $52.07 $349K - $439K
28.2K $1.47M
AXP
American Express CO

Financial Services
370
+ 4.4%
$231.39 - $318.98 $85.6K - $118K
8.77K $2.8M
UNP
Union Pacific Corp

Industrials
2.52K
+ 31.12%
$208.27 - $238.46 $526K - $602K
10.6K $2.45M
XLY
Select Sector Spdr Consumer Di

ETFs
665
+ 3.52%
$176.34 - $218.59 $117K - $145K
19.6K $4.25M
MCO
Moodys Corp

Financial Services
864
+ 49.97%
$396.7 - $501.59 $343K - $433K
2.59K $1.3M
KO
Coca Cola CO

Consumer Defensive
6.7K
+ 54.33%
$68.37 - $73.9 $458K - $495K
19K $1.35M
PAAS
Pan American Silver Corp

Basic Materials
15.5K
New
$21.49 - $29.35 $333K - $455K
15.5K $440K
MRC
Mrc Global Inc.

Energy
17.4K
+ 20.26%
$9.46 - $14.89 $165K - $259K
103K $1.42M
RPG
Invesco Exchange Traded Fd Tr

ETFs
9.12K
New
$33.86 - $45.77 $309K - $417K
9.12K $417K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.32K
+ 26.54%
$97.29 - $105.63 $420K - $456K
20.6K $2.09M
ORCL
Oracle Corp

Technology
94
+ 1.94%
$122.82 - $218.63 $11.5K - $20.6K
4.93K $1.08M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.44K
New
$57.14 - $72.68 $311K - $395K
5.44K $395K
ROK
Rockwell Automation, Inc

Industrials
1.17K
New
$218.97 - $332.17 $256K - $389K
1.17K $388K
APO
Apollo Global Management, Inc.

Financial Services
2.67K
New
$108.68 - $145.07 $290K - $387K
2.67K $378K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.78K
New
$106.81 - $136.49 $296K - $379K
2.78K $378K
IEV
Ishares Tr Europe ETF

ETFs
3.45K
+ 11.63%
$51.8 - $64.59 $179K - $223K
33.1K $2.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 8.96%
$4164.15 - $5789.24 $79.1K - $110K
231 $1.34M
NG
Novagold Resources Inc

Basic Materials
1.87K
+ 0.65%
$2.28 - $4.98 $4.26K - $9.3K
289K $1.18M
EEM
Ishares Msci Emerging Markets

ETFs
1.35K
+ 2.22%
$38.52 - $48.28 $52K - $65.2K
62.3K $3M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.88K
+ 36.8%
$28.68 - $33.09 $255K - $294K
33K $1.05M
LVHI
Franklin International Low Vol

ETFs
9.7K
+ 94.12%
$28.91 - $33.28 $280K - $323K
20K $651K
V
Visa Inc.

Financial Services
513
+ 1.88%
$308.27 - $373.31 $158K - $192K
27.8K $9.87M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.7K
New
$24.63 - $29.39 $262K - $313K
10.7K $307K
ABT
Abbott Laboratories

Healthcare
1.69K
+ 8.07%
$123.95 - $138.08 $210K - $234K
22.7K $3.08M
BX
Blackstone Inc.

Financial Services
1.54K
+ 27.35%
$120.07 - $151.11 $185K - $233K
7.17K $1.07M
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.05%
$220.04 - $280.07 $880 - $1.12K
8.39K $2.35M
Activity Summary
Buys All Purchases 224 New Holdings 48 Increased Positions 176 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 0 Puts 6
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