LNWWM
PHT

Laird Norton Wetherby Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47,165
Closed -$382K – 962
2025
Q2 		$382K Buy
+47,165
New +$365K 0.02% 650
2024
Q4 		$174K Hold
22,449
– – 0.01% 853
2024
Q3 		$180K Hold
22,449
– – 0.01% 887
2024
Q2 		$169K Hold
22,449
– – 0.01% 875
2024
Q1 		$172K Buy
+22,449
New +$166K 0.01% 903

Other funds holding PHT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 47,165 shares — an estimated $382K sold.

Laird Norton Wetherby Wealth Management first reported a position in PHT in Q1 2024 and held it in 5 quarters. The position peaked at $382K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 47,165 Pioneer High Income Fund shares in Q3 2025, an estimated $382K.
  • Laird Norton Wetherby Wealth Management first reported a position in Pioneer High Income Fund in Q1 2024 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Pioneer High Income Fund position peaked at $382K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

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