Robertson Stephens Wealth Management, LLC Reduced Holdings in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-668
- 12.05%
$48.32 - $59.92 $32.3K - $40K
4.88K $251K
EFG
Msci Eafe Growth ETF

ETFs
-3.66K
- 13.1%
$89.8 - $112.0 $328K - $410K
24.3K $2.72M
IT
Gartner Inc

Technology
-77
- 2.85%
$377.5 - $449.52 $29.1K - $34.6K
2.63K $1.06M
T
At&T Inc.

Communication Services
-2.69K
- 14.15%
$26.33 - $28.94 $70.8K - $77.8K
16.3K $472K
CMCSA
Comcast Corp

Communication Services
-373
- 0.98%
$32.84 - $36.72 $12.2K - $13.7K
37.9K $1.35M
CTSH
Cognizant Technology Solutions Corp

Technology
-885
- 10.39%
$66.47 - $81.81 $58.8K - $72.4K
7.64K $595K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-564
- 3.14%
$98.34 - $98.77 $55.5K - $55.7K
17.4K $1.72M
EQT
Eqt Corp

Energy
-1.36K
- 26.02%
$46.11 - $60.44 $62.6K - $82K
3.86K $225K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-434
- 10.51%
$121.58 - $136.74 $52.8K - $59.3K
3.69K $501K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.46K
- 4.17%
$141.87 - $164.49 $208K - $241K
33.7K $5.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.58K
- 18.25%
$17.76 - $22.1 $81.3K - $101K
20.5K $452K
JKHY
Henry Jack & Associates Inc

Technology
-233
- 16.48%
$163.54 - $186.02 $38.1K - $43.3K
1.18K $212K
ADI
Analog Devices Inc

Technology
-571
- 22.74%
$164.6 - $238.02 $94K - $136K
1.94K $461K
MCK
Mckesson Corp

Healthcare
-122
- 16.53%
$652.83 - $732.78 $79.6K - $89.4K
616 $451K
SHEL
Shell PLC

Energy
-408
- 7.64%
$59.75 - $73.05 $24.4K - $29.8K
4.93K $347K
TXN
Texas Instruments Inc

Technology
-221
- 8.66%
N/A
2.33K $453K
CHD
Church & Dwight CO Inc

Consumer Defensive
-21
- 0.73%
$91.57 - $110.76 $1.92K - $2.33K
2.87K $275K
APD
Air Products & Chemicals, Inc.

Basic Materials
-82
- 7.04%
$248.61 - $294.96 $20.4K - $24.2K
1.08K $305K
FDS
Factset Research Systems Inc

Financial Services
-64
- 12.36%
$398.85 - $473.32 $25.5K - $30.3K
454 $203K
VNQ
Vanguard Specialized Funds Van

ETFs
-306
- 4.63%
$79.79 - $91.42 $24.4K - $28K
6.3K $560K
STZ
Constellation Brands, Inc.

Consumer Defensive
-25
- 1.85%
$160.0 - $195.62 $4K - $4.89K
1.33K $215K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-637
- 4.09%
$48.5 - $49.35 $30.9K - $31.4K
14.9K $735K
PSA
Public Storage

Real Estate
-13
- 0.32%
$266.31 - $309.77 $3.46K - $4.03K
4.06K $1.19M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-948
- 1.59%
$51.68 - $52.76 $49K - $50K
58.6K $3.09M
CB
Chubb LTD

Financial Services
-41
- 3.31%
$274.32 - $302.46 $11.2K - $12.4K
1.2K $346K
MBB
Ishares Tr

ETFs
-302
- 2.4%
$91.41 - $94.22 $27.6K - $28.5K
12.3K $1.15M
DE
Deere & CO

Industrials
-112
- 11.44%
$412.99 - $531.48 $46.3K - $59.5K
867 $440K
UNM
Unum Group

Financial Services
-202
- 6.4%
$70.48 - $82.91 $14.2K - $16.7K
2.95K $238K
MLM
Martin Marietta Materials Inc

Basic Materials
-120
- 16.74%
$452.51 - $568.19 $54.3K - $68.2K
597 $327K
IBB
Ishares Biotechnology ETF

ETFs
-28
- 1.13%
$112.02 - $129.0 $3.14K - $3.61K
2.44K $309K
AMT
American Tower Corp

Real Estate
-63
- 5.38%
$203.96 - $228.19 $12.8K - $14.4K
1.11K $244K
RE
Everest Re Group LTD

Financial Services
-23
- 0.53%
N/A
4.34K $1.61M
GILD
Gilead Sciences, Inc.

Healthcare
-32
- 0.94%
$96.91 - $113.0 $3.1K - $3.62K
3.39K $375K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-329
- 0.53%
$40.39 - $41.46 $13.3K - $13.6K
61.2K $2.53M
WELL
Welltower Inc.

Real Estate
-45
- 3.15%
$136.49 - $155.22 $6.14K - $6.98K
1.38K $212K
IAU
Ishares Gold Trust

ETFs
-2.34K
- 5.66%
$56.1 - $64.74 $131K - $152K
39.1K $2.44M
QCOM
Qualcomm Inc

Technology
-599
- 3.72%
$124.66 - $159.48 $74.7K - $95.5K
15.5K $2.47M
PII
Polaris Inc.

Consumer Cyclical
-31
- 0.26%
$31.97 - $42.61 $991 - $1.32K
12K $488K
EME
Emcor Group, Inc.

Industrials
-193
- 32.17%
$342.02 - $534.89 $66K - $103K
407 $217K
NKE
Nike, Inc.

Consumer Cyclical
-656
- 11.6%
$53.27 - $72.04 $34.9K - $47.3K
5K $355K
PEAK
Healthpeak Properties, Inc.

Real Estate
-72
- 0.34%
N/A
21.1K $400K
SYK
Stryker Corp

Healthcare
-40
- 6.24%
$337.37 - $395.63 $13.5K - $15.8K
601 $237K
Ge Vernova Inc
-4
- 0.43%
N/A
927 $0
T Rowe Price ETF Inc
-6.34K
- 15.9%
N/A
33.5K $0
Hennessy Fds Tr
-366K
- 61.42%
N/A
230K $0
T Rowe Price ETF Inc
-2.52K
- 3.45%
N/A
70.6K $0
Te Connectivity PLC
-1.07K
- 21.29%
N/A
3.97K $0
Blackrock Inc
-143
- 3.86%
N/A
3.56K $0
Fidelity Wise Origin Bitcoin
-540
- 11.4%
N/A
4.2K $0
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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