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
MSI
Motorola Solutions, Inc.

Technology
674
New
$394.72 - $440.39 $266K - $297K
674 $283K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.7K
+ 9.52%
$26.69 - $33.44 $125K - $157K
54.1K $1.78M
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.99K
New
$32.75 - $39.55 $229K - $277K
6.99K $276K
SUB
Ishares Short Term National Mu

ETFs
2.59K
New
$104.77 - $106.34 $271K - $276K
2.59K $275K
PLTR
Palantir Technologies Inc.

Technology
1.91K
New
$74.01 - $144.25 $141K - $276K
1.91K $260K
AES
Aes Corp

Utilities
24K
New
$9.63 - $12.55 $231K - $301K
24K $252K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.7K
+ 7.21%
$18.11 - $18.97 $284K - $297K
233K $4.39M
RDVY
First Trust Rising Dividend Ac

ETFs
3.97K
New
$51.6 - $62.74 $205K - $249K
3.97K $248K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.96K
+ 17.59%
$82.21 - $83.12 $243K - $246K
19.8K $1.64M
CG
Carlyle Group Inc.

Financial Services
4.75K
New
$34.78 - $51.4 $165K - $244K
4.75K $244K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.05K
+ 16.29%
$54.27 - $63.01 $165K - $192K
21.8K $1.36M
NOW
Service Now, Inc.

Technology
230
New
$721.65 - $1040.18 $166K - $239K
230 $236K
LHX
L3 Harris Technologies, Inc.

Industrials
935
New
$200.21 - $256.99 $187K - $240K
935 $234K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
224
+ 4.79%
$180.84 - $240.32 $40.5K - $53.8K
4.9K $1.18M
ECL
Ecolab Inc.

Basic Materials
547
+ 10.34%
$225.65 - $270.95 $123K - $148K
5.84K $1.57M
IGV
Ishares Expanded Tech Software

ETFs
2.1K
New
$80.15 - $109.5 $169K - $230K
2.1K $230K
UAL
United Airlines Holdings, Inc.

Industrials
2.88K
New
$56.15 - $84.23 $162K - $243K
2.88K $229K
CRWD
Crowd Strike Holdings, Inc.

Technology
123
+ 11.74%
$321.63 - $509.31 $39.6K - $62.6K
1.17K $596K
ASML
Asml Holding Nv

Technology
279
New
$595.37 - $815.24 $166K - $227K
279 $223K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.72K
New
$47.63 - $60.01 $177K - $223K
3.72K $221K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.9K
New
$57.41 - $74.81 $167K - $217K
2.9K $215K
EWC
Ishares Msci Canada ETF

ETFs
450
+ 1.32%
$37.17 - $46.2 $16.7K - $20.8K
34.6K $1.6M
COLB
Columbia Banking System, Inc.

Financial Services
9.14K
New
$20.71 - $25.63 $189K - $234K
9.14K $213K
EMLP
First Tr Exchange Traded Iv

ETFs
5.66K
New
$33.62 - $37.89 $190K - $214K
5.66K $212K
SHOP
Shopify Inc.

Technology
2
+ 0.02%
$76.89 - $115.35 $154 - $231
10.4K $1.2M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.67K
+ 16.61%
$53.5 - $71.62 $89.1K - $119K
11.7K $837K
EMB
Ishares Tr

ETFs
1.74K
+ 8.36%
$86.54 - $92.62 $151K - $161K
22.6K $2.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.71K
+ 13.86%
$72.02 - $73.82 $195K - $200K
22.3K $1.64M
GENI
Genius Sports LTD

Communication Services
11.6K
+ 5.76%
$8.67 - $11.05 $101K - $128K
213K $2.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
389
+ 3.69%
$108.06 - $135.3 $42K - $52.6K
10.9K $1.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.82K
+ 5.0%
$45.12 - $46.23 $172K - $177K
80.3K $3.71M
SCHW
Schwab Charles Corp

Financial Services
384
+ 3.49%
$69.06 - $91.24 $26.5K - $35K
11.4K $1.04M
WEC
Wec Energy Group, Inc.

Utilities
1.86K
+ 52.77%
$102.24 - $109.76 $190K - $204K
5.37K $559K
TTEC
Ttec Holdings, Inc.

Technology
35.9K
New
$3.27 - $5.55 $117K - $199K
35.9K $172K
PFE
Pfizer Inc

Healthcare
7.96K
+ 33.03%
$21.59 - $24.84 $172K - $198K
32.1K $777K
EPP
Ishares Inc

ETFs
569
+ 2.2%
$38.85 - $49.83 $22.1K - $28.4K
26.4K $1.3M
UBER
Uber Technologies, Inc

Technology
871
+ 21.99%
$64.62 - $93.3 $56.3K - $81.3K
4.83K $450K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.2K
+ 32.24%
$50.28 - $50.47 $161K - $162K
13.1K $660K
APH
Amphenol Corp

Technology
213
+ 5.06%
$59.09 - $98.75 $12.6K - $21K
4.42K $436K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
13.7K
New
$9.85 - $11.67 $135K - $160K
13.7K $154K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.21K
+ 40.35%
$22.57 - $23.23 $140K - $144K
21.6K $502K
SLV
I Shares Silver Trust

ETFs
2.96K
+ 14.7%
$27.08 - $33.74 $80.2K - $99.9K
23.1K $758K
MS
Morgan Stanley

Financial Services
16
+ 0.3%
$99.83 - $140.86 $1.6K - $2.25K
5.36K $754K
AMPX
Amprius Technologies, Inc.

Industrials
31.1K
New
$2.07 - $4.27 $64.4K - $133K
31.1K $130K
EPI
Wisdomtree Tr India Earnings F

ETFs
997
+ 4.97%
$41.3 - $47.52 $41.2K - $47.4K
21.1K $999K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.88K
+ 9.93%
$34.28 - $41.6 $64.4K - $78.1K
20.8K $862K
VEU
Vanguard Ftse All World Ex Us

ETFs
4
+ 0.02%
$54.19 - $67.22 $217 - $269
19.2K $1.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$19.6 - $24.44 $78.4 - $97.8
47.2K $1.15M
MMM
3 M CO

Industrials
548
+ 10.64%
$126.09 - $154.15 $69.1K - $84.5K
5.7K $867K
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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