Laird Norton Wetherby Wealth Management’s PLDT PHI Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio PHI Stock Details PHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,340	Closed	-$290K	–	961
2025 Q2	$290K	Buy	+13,340	New	+$301K	0.01%	742
2024 Q4	$391K	Sell	17,654 -4,676	-21%	-$111K	0.02%	616
2024 Q3	$600K	Sell	22,330 -582	-3%	-$15.5K	0.03%	500
2024 Q2	$563K	Sell	22,912 -784	-3%	-$18.9K	0.03%	506
2024 Q1	$584K	Sell	23,696 -1,505	-6%	-$35.2K	0.03%	512
2023 Q4	$590K	Buy	25,201 +8,261	+49%	+$185K	0.03%	494
2023 Q3	$350K	Buy	16,940 +740	+5%	+$16.2K	0.02%	631
2023 Q2	$379K	Sell	16,200 -774	-5%	-$17.4K	0.02%	636
2023 Q1	$429K	Sell	16,974 -2,754	-14%	-$68.4K	0.03%	594
2022 Q4	$450K	Sell	19,728 -2,680	-12%	-$70.9K	0.03%	557
2022 Q3	$567K	Buy	22,408 +3,794	+20%	+$112K	0.04%	449
2022 Q2	$566K	Buy	18,614 +1,928	+12%	+$68.5K	0.04%	462
2022 Q1	$586K	Buy	16,686 +581	+4%	+$20.7K	0.03%	469
2021 Q4	$575K	Buy	16,105 +1,006	+7%	+$33.9K	0.03%	470
2021 Q3	$492K	Sell	15,099 -1,104	-7%	-$29.9K	0.03%	520
2021 Q2	$426K	Sell	16,203 -995	-6%	-$26.4K	0.03%	577
2021 Q1	$450K	Sell	17,198 -687	-4%	-$19.2K	0.03%	470
2020 Q4	$499K	Sell	17,885 -138	-0.8%	-$3.84K	0.03%	462
2020 Q3	$487K	Buy	18,023 +253	+1%	+$7.04K	0.04%	384
2020 Q2	$433K	Buy	17,770 +2,908	+20%	+$69.1K	0.04%	395
2020 Q1	$306K	Buy	14,862 +93	+0.6%	+$1.84K	0.03%	446
2019 Q4	$295K	Buy	14,769 +79	+0.5%	+$1.65K	0.03%	543
2019 Q3	$323K	Sell	14,690 -4,664	-24%	-$104K	0.03%	522
2019 Q2	$480K	Buy	19,354 +8,085	+72%	+$192K	0.05%	409
2019 Q1	$244K	Buy	+11,269	New	+$253K	0.03%	568
2018 Q4	–	Sell	-13,493	Closed	-$347K	–	672
2018 Q3	$347K	Buy	13,493 +3,925	+41%	+$100K	0.04%	462
2018 Q2	$223K	Sell	9,568 -1,321	-12%	-$34.2K	0.03%	570
2018 Q1	$309K	Buy	10,889 +675	+7%	+$19.7K	0.04%	469
2017 Q4	$308K	Buy	10,214 +819	+9%	+$25.8K	0.04%	470
2017 Q3	$300K	Sell	9,395 -1,339	-12%	-$44.6K	0.04%	455
2017 Q2	$379K	Buy	10,734 +1,770	+20%	+$62.5K	0.06%	371
2017 Q1	$288K	Buy	+8,964	New	+$268K	0.05%	437
2016 Q2	–	Sell	-5,507	Closed	-$239K	–	519
2016 Q1	$239K	Buy	5,507 +9	+0.2%	+$383	0.06%	389
2015 Q4	$235K	Buy	+5,498	New	+$248K	0.06%	386
2015 Q3	–	Sell	-4,144	Closed	-$258K	–	480
2015 Q2	$258K	Buy	4,144 +868	+26%	+$55.4K	0.06%	365
2015 Q1	$205K	Sell	3,276 -140	-4%	-$9.4K	0.05%	435
2014 Q4	$216K	Sell	3,416 -80	-2%	-$5.3K	0.05%	398
2014 Q3	$241K	Buy	3,496 +418	+14%	+$30.2K	0.07%	350
2014 Q2	$207K	Buy	+3,078	New	+$200K	0.06%	400

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PHI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of PLDT (PHI) in Q3 2025, closing a stake of 13,340 shares — an estimated $290K sold.

Laird Norton Wetherby Wealth Management first reported a position in PHI in Q2 2014 and held it in 39 quarters. The position peaked at $600K in Q3 2024. 79 funds tracked by Wall St. Rank hold PHI as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining PLDT position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,340 PLDT shares in Q3 2025, an estimated $290K.
Laird Norton Wetherby Wealth Management first reported a position in PLDT in Q2 2014 and held it in 39 quarters.
Laird Norton Wetherby Wealth Management's PLDT position peaked at $600K in Q3 2024.
79 funds tracked by Wall St. Rank held PLDT as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.