Wetherby Asset Management Inc Sells in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.79K
- 6.24%
$72.02 - $73.82 $489K - $501K
102K $7.51M
NKE
Nike, Inc.

Consumer Cyclical
-2.53K
- 9.88%
$53.27 - $72.04 $135K - $183K
23.1K $1.64M
CMI
Cummins Inc

Industrials
-429
- 5.79%
$267.12 - $336.65 $115K - $144K
6.98K $2.29M
LMT
Lockheed Martin Corp

Industrials
-376
- 7.23%
$430.82 - $486.45 $162K - $183K
4.82K $2.23M
BX
Blackstone Inc.

Financial Services
-250
- 2.25%
$120.07 - $151.11 $30K - $37.8K
10.8K $1.62M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-365
- 14.54%
$100.44 - $129.37 $36.7K - $47.2K
2.15K $221K
ITW
Illinois Tool Works Inc

Industrials
-862
- 7.47%
$218.41 - $252.43 $188K - $218K
10.7K $2.64M
ROST
Ross Stores, Inc.

Consumer Cyclical
-188
- 1.71%
$126.62 - $154.26 $23.8K - $29K
10.8K $1.38M
CMCSA
Comcast Corp

Communication Services
-4.19K
- 5.72%
$32.84 - $36.72 $138K - $154K
69K $2.46M
JNPR
Juniper Networks Inc

Technology
-8.13K
- 46.66%
$33.93 - $39.93 $276K - $324K
9.29K $370K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-536
- 2.55%
$57.41 - $74.81 $30.8K - $40.1K
20.5K $1.52M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.68K
- 20.06%
$56.17 - $75.73 $94.5K - $127K
6.71K $450K
SBUX
Starbucks Corp

Consumer Cyclical
-3.09K
- 8.12%
$79.69 - $99.41 $246K - $307K
35K $3.21M
OKE
Oneok Inc

Energy
-176
- 1.32%
$78.71 - $100.37 $13.9K - $17.7K
13.2K $1.08M
RIO
Rio Tinto PLC

Basic Materials
-4.3K
- 18.37%
$52.32 - $62.75 $225K - $270K
19.1K $1.12M
SON
Sonoco Products CO

Consumer Cyclical
-112
- 0.23%
$40.6 - $47.93 $4.55K - $5.37K
47.8K $2.08M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.02K
- 3.53%
$75.17 - $91.21 $76.6K - $92.9K
27.8K $2.54M
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.45K
- 11.25%
$66.85 - $79.33 $96.7K - $115K
11.4K $838K
RDY
Dr Reddys Laboratories LTD

Healthcare
-6.29K
- 3.15%
$12.36 - $16.17 $77.8K - $102K
194K $2.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.02K
- 4.69%
$90.56 - $109.49 $92.6K - $112K
20.7K $2.27M
APD
Air Products & Chemicals, Inc.

Basic Materials
-670
- 10.69%
$248.61 - $294.96 $167K - $198K
5.6K $1.58M
CVE
Cenovus Energy Inc.

Energy
-7.31K
- 8.39%
$10.58 - $14.83 $77.3K - $108K
79.8K $1.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.35K
- 11.51%
$91.57 - $110.76 $124K - $150K
10.4K $998K
TTD
Trade Desk, Inc.

Technology
-691
- 19.46%
$45.27 - $79.4 $31.3K - $54.9K
2.86K $205K
IWM
Ishares Russell 2000 ETF

ETFs
-628
- 4.41%
$174.82 - $215.79 $110K - $136K
13.6K $2.93M
USB
Us Bancorp \De\

Financial Services
-3.44K
- 16.71%
$36.4 - $45.76 $125K - $157K
17.1K $774K
CNHI
Cnh Industrial N.V.

Industrials
-19.8K
- 27.74%
N/A
51.6K $537K
NTAP
Net App, Inc.

Technology
-840
- 7.11%
$76.1 - $106.55 $63.9K - $89.5K
11K $1.17M
JHX
James Hardie Industries PLC

Basic Materials
-2.9K
- 9.4%
$20.27 - $27.59 $58.8K - $80K
28K $752K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.46K
- 6.22%
$119.13 - $135.03 $293K - $332K
37.1K $4.58M
SQ
Block, Inc.

Technology
-1K
- 19.98%
N/A
4.02K $229K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-155
- 14.6%
$225.56 - $335.19 $35K - $52K
907 $215K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-525
- 26.25%
$483.48 - $539.8 $254K - $283K
1.48K $716K
ELV
Elevance Health, Inc.

Healthcare
-799
- 12.67%
$372.27 - $452.69 $297K - $362K
5.51K $2.14M
PCG
Pg&E Corp

Utilities
-5.66K
- 35.69%
$13.55 - $17.87 $76.7K - $101K
10.2K $142K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.86K
- 25.62%
$186.58 - $225.78 $347K - $419K
5.39K $1.18M
G
Genpact LTD

Technology
-4.1K
- 44.82%
$40.65 - $50.56 $167K - $207K
5.04K $221K
OXY
Occidental Petroleum Corp

Energy
-1.7K
- 12.71%
$36.11 - $49.33 $61.3K - $83.8K
11.7K $490K
BP
Bp PLC

Energy
-6K
- 22.73%
$26.11 - $33.81 $157K - $203K
20.4K $610K
FTV
Fortive Corp

Technology
-370
- 5.82%
$52.13 - $74.29 $19.3K - $27.5K
5.99K $312K
DHI
Horton D R Inc

Consumer Cyclical
-610
- 8.28%
$115.1 - $129.63 $70.2K - $79.1K
6.75K $870K
SRE
Sempra Energy

Utilities
-462
- 4.48%
$63.78 - $78.91 $29.5K - $36.5K
9.84K $745K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.26K
- 3.89%
$84.99 - $96.82 $107K - $122K
31.2K $2.84M
RBLX
Roblox Corp

Communication Services
-4.54K
- 66.74%
$51.22 - $105.59 $232K - $479K
2.26K $237K
SPG
Simon Property Group Inc

Real Estate
-485
- 7.23%
$140.37 - $171.44 $68.1K - $83.1K
6.23K $1M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-3.96K
- 35.29%
$30.03 - $40.05 $119K - $158K
7.25K $255K
HAL
Halliburton CO

Energy
-1.13K
- 6.05%
$19.26 - $25.7 $21.7K - $29K
17.5K $357K
EOG
Eog Resources Inc

Energy
-1.03K
- 12.6%
$104.61 - $129.97 $107K - $133K
7.11K $850K
FANG
Diamondback Energy, Inc.

Energy
-221
- 5.02%
$119.25 - $161.49 $26.4K - $35.7K
4.18K $574K
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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