Wetherby Asset Management Inc Reduced Holdings in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-8.54K
- 1.29%
$172.42 - $223.89 $1.47M - $1.91M
653K $134M
MRK
Merck & Co., Inc.

Healthcare
-40.1K
- 32.6%
$73.47 - $87.12 $2.95M - $3.5M
83K $6.57M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.96K
- 3.54%
$221.86 - $362.89 $434K - $710K
53.3K $16.9M
VT
Vanguard Total World Stk Index

ETFs
-64.1K
- 24.23%
$103.16 - $128.52 $6.61M - $8.23M
200K $25.8M
UNH
Unitedhealth Group Inc

Healthcare
-1.71K
- 7.53%
$274.35 - $599.47 $470K - $1.03M
21K $6.56M
ACN
Accenture PLC

Technology
-1.54K
- 5.31%
$279.23 - $323.21 $430K - $498K
27.5K $8.21M
NVO
Novo Nordisk A S

Healthcare
-3.59K
- 3.75%
$58.08 - $81.05 $208K - $291K
92K $6.35M
OMC
Omnicom Group Inc.

Communication Services
-16.8K
- 43.05%
$69.22 - $79.77 $1.16M - $1.34M
22.2K $1.6M
NU
Nu Holdings Ltd.

Financial Services
-171K
- 80.97%
$9.6 - $13.72 $1.64M - $2.34M
40.2K $550K
DHR
Danaher Corp

Healthcare
-4.46K
- 20.9%
$174.64 - $205.16 $778K - $914K
16.9K $3.33M
APO
Apollo Global Management, Inc.

Financial Services
-6.68K
- 64.18%
$108.68 - $145.07 $726K - $969K
3.73K $528K
DEO
Diageo PLC

Consumer Defensive
-7.09K
- 50.44%
$99.86 - $115.75 $708K - $820K
6.96K $701K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-229
- 2.77%
$390.26 - $489.06 $89.4K - $112K
8.05K $3.26M
WDAY
Workday, Inc.

Technology
-3.33K
- 27.01%
$210.47 - $274.71 $701K - $915K
9K $2.16M
HPQ
Hp Inc

Technology
-16.2K
- 22.27%
$21.88 - $29.32 $354K - $474K
56.4K $1.38M
TGT
Target Corp

Consumer Defensive
-2.69K
- 13.78%
$88.76 - $105.77 $238K - $284K
16.8K $1.66M
ADBE
Adobe Inc.

Technology
-378
- 2.65%
$340.0 - $420.68 $129K - $159K
13.9K $5.37M
TM
Toyota Motor Corp

Consumer Cyclical
-1.14K
- 4.22%
$158.63 - $195.39 $180K - $222K
25.8K $4.44M
PG
Procter & Gamble CO

Consumer Defensive
-2.01K
- 3.84%
$157.66 - $172.39 $318K - $347K
50.5K $8.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.59K
- 73.1%
$77.74 - $78.78 $745K - $755K
3.53K $277K
GM
General Motors CO

Consumer Cyclical
-10.7K
- 23.18%
$42.48 - $50.46 $456K - $542K
35.6K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.99K
- 0.92%
$167.32 - $223.3 $501K - $668K
323K $70.9M
PRU
Prudential Financial Inc

Financial Services
-4.59K
- 37.66%
$95.12 - $112.71 $436K - $517K
7.59K $815K
CVX
Chevron Corp

Energy
-3.75K
- 11.69%
$133.73 - $168.51 $502K - $632K
28.3K $4.06M
EIX
Edison International

Utilities
-5.51K
- 51.18%
$48.32 - $59.92 $266K - $330K
5.26K $271K
BMY
Bristol Myers Squibb CO

Healthcare
-2.71K
- 6.04%
$44.12 - $59.6 $120K - $162K
42.2K $1.95M
MSI
Motorola Solutions, Inc.

Technology
-290
- 2.87%
$394.72 - $440.39 $114K - $128K
9.81K $4.12M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.79K
- 63.92%
$224.16 - $285.86 $400K - $511K
1.01K $288K
CMC
Commercial Metals CO

Basic Materials
-6.22K
- 2.16%
$39.2 - $50.67 $244K - $315K
281K $13.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-357
- 2.14%
$210.83 - $235.28 $75.3K - $84K
16.3K $3.62M
WST
West Pharmaceutical Services Inc

Healthcare
-691
- 22.04%
$190.39 - $227.7 $132K - $157K
2.44K $534K
COP
Conocophillips

Energy
-3.37K
- 16.84%
$82.66 - $106.1 $278K - $357K
16.6K $1.49M
CLX
Clorox CO

Consumer Defensive
-1.52K
- 21.07%
$118.01 - $148.69 $179K - $225K
5.68K $681K
VO
Vanguard Mid Cap ETF

ETFs
-2.28K
- 20.5%
$228.54 - $279.83 $521K - $637K
8.83K $2.47M
WDS
Woodside Energy Group LTD

Energy
-27.8K
- 42.64%
$11.5 - $16.77 $320K - $466K
37.4K $577K
UPS
United Parcel Service Inc

Industrials
-2.2K
- 26.21%
$91.92 - $110.2 $202K - $243K
6.2K $625K
BDX
Becton Dickinson & CO

Healthcare
-806
- 15.05%
$165.15 - $226.42 $133K - $182K
4.55K $783K
PLD
Prologis, Inc.

Real Estate
-3.9K
- 13.39%
$89.76 - $112.34 $350K - $438K
25.2K $2.65M
GIS
General Mills Inc

Consumer Defensive
-3.63K
- 18.4%
$50.37 - $60.97 $183K - $222K
16.1K $834K
SNY
Sanofi

Healthcare
-8.57K
- 17.91%
$47.62 - $55.44 $408K - $475K
39.3K $1.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.13K
- 29.7%
$105.69 - $140.64 $330K - $439K
7.4K $978K
BHP
Bhp Group LTD

Basic Materials
-7.67K
- 18.97%
$40.22 - $50.88 $308K - $390K
32.8K $1.58M
SLB
Schlumberger Limited

Energy
-6.85K
- 19.98%
$31.95 - $42.2 $219K - $289K
27.4K $926K
PVH
Pvh Corp.

Consumer Cyclical
-1.16K
- 14.43%
$60.5 - $87.28 $69.9K - $101K
6.86K $470K
FDX
Fedex Corp

Industrials
-389
- 7.66%
$198.07 - $245.17 $77K - $95.4K
4.69K $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.36K
- 8.67%
$149.76 - $186.42 $204K - $254K
14.3K $2.67M
FMC
Fmc Corp

Basic Materials
-5.64K
- 37.57%
$33.98 - $44.06 $192K - $248K
9.37K $391K
ZTS
Zoetis Inc.

Healthcare
-1.75K
- 18.74%
$144.41 - $170.3 $253K - $298K
7.6K $1.19M
OC
Owens Corning

Industrials
-136
- 1.47%
$126.32 - $147.75 $17.2K - $20.1K
9.09K $1.25M
Activity Summary
Buys All Purchases 473 New Holdings 86 Increased Positions 387 Sells All Sells 399 Reductions 399 Sold out 0 Options Calls 1 Puts 0
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