Robertson Stephens Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Robertson Stephens Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$264K	Hold	1,402	–	–	0.01%	534
2025 Q4	$265K	Hold	1,402	–	–	0.01%	540
2025 Q3	$232K	Hold	1,402	–	–	0.01%	490
2025 Q2	$215K	Buy	1,402 +50	+4%	+$7.45K	0.01%	522
2025 Q1	$213K	Sell	1,352 -80	-6%	-$13K	0.01%	522
2024 Q4	$225K	Hold	1,432	–	–	0.01%	529
2024 Q3	$254K	Hold	1,432	–	–	0.01%	548
2024 Q2	$241K	Hold	1,432	–	–	0.01%	451
2024 Q1	$238K	Sell	1,432 -43	-3%	-$7.12K	0.01%	459
2023 Q4	$244K	Hold	1,475	–	–	0.01%	412
2023 Q3	$230K	Sell	1,475 -250	-14%	-$39.9K	0.02%	409
2023 Q2	$269K	Hold	1,725	–	–	0.02%	367
2023 Q1	$280K	Buy	1,725 +20	+1%	+$3.24K	0.02%	376
2022 Q4	$272K	Buy	+1,705	New	+$270K	0.03%	352

Other funds holding BBH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Robertson Stephens Wealth Management's BBH Position: Q1 2026 in Review

Robertson Stephens Wealth Management held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 1,402 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #534.

Robertson Stephens Wealth Management first reported a position in BBH in Q4 2022 and has held it in 14 quarters since. The position peaked at $280K in Q1 2023. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Robertson Stephens Wealth Management held 1,402 shares of VanEck Biotech ETF worth $264K as of Q1 2026.
Robertson Stephens Wealth Management left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #534 holding.
Robertson Stephens Wealth Management first reported a position in VanEck Biotech ETF in Q4 2022 and has held it in 14 quarters since.
Robertson Stephens Wealth Management's VanEck Biotech ETF position peaked at $280K in Q1 2023.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.