Wetherby Asset Management Inc Reduced Holdings in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-2.38K
- 8.67%
$232.56 - $304.78 $554K - $726K
25.1K $6.19M
NVO
Novo Nordisk A S

Healthcare
-11.4K
- 12.44%
$45.38 - $71.7 $519K - $820K
80.5K $4.47M
LYFT
Lyft, Inc.

Technology
-94.7K
- 71.63%
$13.41 - $22.93 $1.27M - $2.17M
37.5K $825K
VRSK
Verisk Analytics, Inc.

Industrials
-701
- 4.78%
$242.3 - $312.95 $170K - $219K
14K $3.51M
SAP
Sap Se

Technology
-296
- 1.17%
$252.42 - $311.93 $74.7K - $92.3K
24.9K $6.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-39.2K
- 42.28%
$26.38 - $27.95 $1.03M - $1.1M
53.5K $1.46M
CI
Cigna Corp

Healthcare
-803
- 5.92%
$262.23 - $334.39 $211K - $269K
12.8K $3.68M
PM
Philip Morris International Inc.

Consumer Defensive
-773
- 2.51%
$157.77 - $183.27 $122K - $142K
30K $4.86M
PG
Procter & Gamble CO

Consumer Defensive
-2.59K
- 5.12%
$150.47 - $161.22 $389K - $417K
47.9K $7.36M
CMCSA
Comcast Corp

Communication Services
-11.6K
- 16.74%
$31.41 - $36.33 $363K - $420K
57.5K $1.81M
ADBE
Adobe Inc.

Technology
-498
- 3.59%
$333.65 - $392.1 $166K - $195K
13.4K $4.72M
INFY
Infosys LTD

Technology
-9.45K
- 4.35%
$15.98 - $18.96 $151K - $179K
208K $3.39M
SPGI
S&P Global Inc.

Financial Services
-6
- 0.04%
$484.94 - $564.15 $2.91K - $3.38K
14.6K $7.09M
SNY
Sanofi

Healthcare
-11.5K
- 29.36%
$45.07 - $51.35 $520K - $592K
27.8K $1.31M
WIT
Wipro LTD

Technology
-53.6K
- 4.78%
$2.63 - $3.11 $141K - $167K
1.07M $2.81M
FTNT
Fortinet, Inc.

Technology
-2.91K
- 19.91%
$74.39 - $107.65 $216K - $313K
11.7K $982K
HON
Honeywell International Inc

Industrials
-1.12K
- 7.89%
$207.7 - $240.4 $232K - $268K
13K $2.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.14K
- 18.84%
$420.11 - $472.68 $899K - $1.01M
9.22K $4.32M
RELX
Relx PLC

Communication Services
-811
- 1.25%
$45.13 - $54.19 $36.6K - $43.9K
63.9K $3.05M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-252
- 1.01%
$38.58 - $58.24 $9.72K - $14.7K
24.6K $963K
ELV
Elevance Health, Inc.

Healthcare
-193
- 3.51%
$274.66 - $395.76 $53K - $76.4K
5.31K $1.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.57K
- 17.88%
$62.09 - $66.51 $532K - $570K
39.4K $2.57M
CLX
Clorox CO

Consumer Defensive
-3.42K
- 60.16%
$117.67 - $131.43 $402K - $449K
2.26K $279K
PAYX
Paychex Inc

Industrials
-629
- 3.76%
$126.69 - $147.99 $79.7K - $93.1K
16.1K $2.04M
AMT
American Tower Corp

Real Estate
-121
- 0.96%
$192.32 - $232.35 $23.3K - $28.1K
12.5K $2.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-202
- 3.56%
$366.54 - $479.53 $74K - $96.9K
5.47K $2.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.06K
- 8.45%
$60.9 - $70.75 $186K - $216K
33.1K $2.07M
IFF
International Flavors & Fragrances Inc

Basic Materials
-3.54K
- 31.0%
$60.3 - $77.46 $213K - $274K
7.87K $484K
PGR
Progressive Corp

Financial Services
-28
- 0.16%
$238.61 - $264.3 $6.68K - $7.4K
17.1K $4.22M
SBUX
Starbucks Corp

Consumer Cyclical
-1.14K
- 3.27%
$81.9 - $96.86 $93.6K - $111K
33.9K $2.86M
CHTR
Charter Communications, Inc.

Communication Services
-189
- 8.9%
$256.57 - $418.22 $48.5K - $79K
1.94K $532K
RACE
Ferrari N.V.

Consumer Cyclical
-565
- 8.58%
$436.24 - $517.65 $246K - $292K
6.02K $2.92M
CARR
Carrier Global Corp

Industrials
-401
- 1.91%
$58.75 - $80.73 $23.6K - $32.4K
20.6K $1.23M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5.69K
- 26.72%
$25.5 - $35.2 $145K - $200K
15.6K $397K
GWW
W.W. Grainger, Inc.

Industrials
-69
- 2.76%
$932.44 - $1059.49 $64.3K - $73.1K
2.43K $2.31M
TGT
Target Corp

Consumer Defensive
-1.41K
- 8.41%
$86.56 - $107.43 $122K - $152K
15.4K $1.38M
SCHW
Schwab Charles Corp

Financial Services
-5.34K
- 9.22%
$91.03 - $98.69 $486K - $527K
52.6K $5.02M
NOK
Nokia Corp

Technology
-31.5K
- 14.99%
$4.05 - $5.23 $127K - $165K
179K $858K
RDY
Dr Reddys Laboratories LTD

Healthcare
-1.47K
- 0.76%
$13.33 - $15.08 $19.6K - $22.1K
192K $2.69M
HLN
Haleon PLC

Healthcare
-13.7K
- 18.97%
$8.72 - $10.35 $119K - $142K
58.4K $524K
UPS
United Parcel Service Inc

Industrials
-1.37K
- 22.14%
$82.58 - $105.54 $113K - $145K
4.83K $403K
MSTR
Microstrategy Inc

Technology
-135
- 6.63%
$300.7 - $455.9 $40.6K - $61.5K
1.9K $612K
IT
Gartner Inc

Technology
-86
- 6.48%
$225.98 - $406.7 $19.4K - $35K
1.24K $326K
UL
Unilever PLC

Consumer Defensive
-1.98K
- 4.09%
$58.43 - $65.01 $116K - $129K
46.4K $2.75M
ALC
Alcon Inc

Healthcare
-1.23K
- 14.89%
$73.24 - $92.22 $90.4K - $114K
7.06K $525K
CNI
Canadian National Railway CO

Industrials
-935
- 7.69%
$92.01 - $106.6 $86K - $99.7K
11.2K $1.06M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-3.81K
- 45.64%
$44.3 - $49.24 $169K - $188K
4.54K $203K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-19.8K
- 52.55%
$10.01 - $10.55 $198K - $209K
17.9K $184K
GUG
Guggenheim Active Allocation Fund

ETFs
-12.4K
- 52.39%
$15.2 - $16.25 $188K - $201K
11.2K $175K
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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