Wetherby Asset Management Inc Purchases in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
8
+ 0.1%
$73.75 - $81.83 $590 - $655
7.73K $601K
UGI
Ugi Corp

Utilities
1.02K
+ 8.67%
$32.64 - $37.14 $33.4K - $38K
12.8K $426K
MUSA
Murphy Usa Inc.

Consumer Cyclical
22
+ 3.7%
$361.83 - $435.43 $7.96K - $9.58K
617 $239K
MSCI
Msci Inc.

Financial Services
17
+ 1.21%
$526.48 - $588.0 $8.95K - $10K
1.42K $807K
TYL
Tyler Technologies Inc

Technology
41
+ 11.36%
$522.22 - $611.76 $21.4K - $25.1K
402 $210K
AMCR
Amcor PLC

Consumer Cyclical
2.01K
+ 9.26%
$7.97 - $9.94 $16K - $19.9K
23.7K $193K
FMX
Mexican Economic Development Inc

Consumer Defensive
38
+ 1.51%
$83.67 - $106.19 $3.18K - $4.04K
2.55K $251K
TTEK
Tetra Tech Inc

Industrials
586
+ 5.39%
$33.1 - $38.34 $19.4K - $22.5K
11.5K $382K
CUZ
Cousins Properties Inc

Real Estate
969
+ 2.84%
$26.53 - $29.82 $25.7K - $28.9K
35.1K $1.02M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
200
+ 1.67%
$15.26 - $18.63 $3.05K - $3.73K
12.2K $210K
CF
Cf Industries Holdings, Inc.

Basic Materials
21
+ 0.37%
$80.91 - $98.75 $1.7K - $2.07K
5.64K $505K
UDR
Udr, Inc.

Real Estate
220
+ 3.92%
$36.71 - $41.37 $8.08K - $9.1K
5.83K $217K
ON
On Semiconductor Corp

Technology
13
+ 0.3%
$46.98 - $62.45 $611 - $812
4.29K $211K
ZBRA
Zebra Technologies Corp

Technology
11
+ 0.69%
$296.92 - $341.36 $3.27K - $3.75K
1.61K $477K
NKE
Nike, Inc.

Consumer Cyclical
181
+ 0.78%
$69.24 - $79.24 $12.5K - $14.3K
23.3K $1.62M
RUM
Rumble Inc.

Technology
138
+ 1.37%
$7.11 - $10.02 $981 - $1.38K
10.2K $73K
RS
Reliance Steel & Aluminum CO

Basic Materials
34
+ 4.14%
$277.33 - $343.66 $9.43K - $11.7K
855 $240K
ET
Energy Transfer LP

Energy
2
+ 0.01%
$17.11 - $18.16 $34.2 - $36.3
23.4K $401K
SMR
Nuscale Power Corp

Industrials
37
+ 0.55%
$32.65 - $51.67 $1.21K - $1.91K
6.81K $245K
KKR
Kkr & Co. Inc.

Financial Services
118
+ 0.91%
$129.95 - $152.16 $15.3K - $18K
13.1K $1.7M
UNM
Unum Group

Financial Services
165
+ 1.22%
$68.55 - $82.12 $11.3K - $13.5K
13.7K $1.07M
LPLA
Lpl Financial Holdings Inc.

Financial Services
53
+ 4.66%
$332.69 - $399.0 $17.6K - $21.1K
1.19K $395K
PSO
Pearson PLC

Communication Services
1.64K
+ 2.29%
$13.86 - $15.1 $22.7K - $24.7K
73.2K $1.04M
TT
Trane Technologies PLC

Industrials
181
+ 2.52%
$398.96 - $472.54 $72.2K - $85.5K
7.37K $3.11M
HUBS
Hubspot Inc

Technology
16
+ 3.33%
$420.79 - $560.9 $6.73K - $8.97K
496 $232K
INGR
Ingredion Inc

Consumer Defensive
220
+ 4.7%
$121.01 - $138.21 $26.6K - $30.4K
4.9K $597K
PAYC
Paycom Software, Inc.

Technology
56
+ 2.61%
$208.14 - $238.8 $11.7K - $13.4K
2.2K $457K
WCN
Waste Connections, Inc.

Industrials
18
+ 0.46%
$171.32 - $191.84 $3.08K - $3.45K
3.9K $685K
EOG
Eog Resources Inc

Energy
88
+ 1.24%
$112.12 - $126.1 $9.87K - $11.1K
7.2K $807K
ABNB
Airbnb, Inc.

Consumer Cyclical
269
+ 3.64%
$118.3 - $142.16 $31.8K - $38.2K
7.67K $930K
CNXC
Concentrix Corp

Technology
580
+ 5.26%
$45.94 - $62.0 $26.6K - $36K
11.6K $535K
FICO
Fair Isaac Corp

Technology
41
+ 12.31%
$1311.26 - $1869.83 $53.8K - $76.7K
374 $559K
CTAS
Cintas Corp

Industrials
204
+ 3.93%
$199.29 - $226.27 $40.7K - $46.2K
5.4K $1.11M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
67
+ 0.27%
$86.67 - $100.17 $5.81K - $6.71K
25.3K $2.28M
BRO
Brown & Brown, Inc.

Financial Services
183
+ 4.57%
$90.88 - $108.93 $16.6K - $19.9K
4.19K $392K
RRC
Range Resources Corp

Energy
206
+ 0.97%
$32.79 - $39.33 $6.75K - $8.1K
21.4K $806K
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 1.97%
$2292.04 - $2514.05 $11.5K - $12.6K
259 $605K
WM
Waste Management Inc

Industrials
148
+ 1.26%
$213.88 - $237.1 $31.7K - $35.1K
11.9K $2.62M
HSIC
Henry Schein Inc

Healthcare
121
+ 1.09%
$64.83 - $74.67 $7.84K - $9.04K
11.2K $745K
ATR
Aptargroup, Inc.

Healthcare
35
+ 1.08%
$130.82 - $161.82 $4.58K - $5.66K
3.27K $437K
CHT
Chunghwa Telecom CO LTD

Communication Services
425
+ 1.34%
$43.4 - $46.95 $18.4K - $20K
32.1K $1.4M
MAR
Marriott International Inc

Consumer Cyclical
194
+ 1.94%
$255.35 - $282.87 $49.5K - $54.9K
10.2K $2.65M
SPOT
Spotify Technology S.A.

Communication Services
134
+ 5.37%
$620.01 - $738.53 $83.1K - $99K
2.63K $1.84M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
174
+ 9.76%
$108.8 - $169.61 $18.9K - $29.5K
1.96K $212K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.02%
$67.08 - $77.12 $134 - $154
12.4K $837K
DXCM
Dexcom Inc

Healthcare
905
+ 12.3%
$66.46 - $89.53 $60.1K - $81K
8.26K $555K
MASI
Masimo Corp

Healthcare
46
+ 1.01%
$136.77 - $171.34 $6.29K - $7.88K
4.6K $679K
ICE
Intercontinental Exchange, Inc.

Financial Services
475
+ 4.24%
$167.28 - $188.45 $79.5K - $89.5K
11.7K $1.97M
RSG
Republic Services, Inc.

Industrials
221
+ 2.64%
$225.33 - $246.01 $49.8K - $54.4K
8.58K $1.97M
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
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