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 Q2	$229K	Sell	1,127 -275	-20%	-$51.7K	0.01%	593
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 $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Robertson Stephens Wealth Management's BBH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its VanEck Biotech ETF (BBH) stake by 20% in Q2 2026, selling an estimated $51.7K and leaving 1,127 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #593.

Robertson Stephens Wealth Management first reported a position in BBH in Q4 2022 and has held it in 15 quarters since. The position peaked at $280K in Q1 2023. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Robertson Stephens Wealth Management held 1,127 shares of VanEck Biotech ETF worth $229K as of Q2 2026.
Robertson Stephens Wealth Management sold 275 VanEck Biotech ETF shares in Q2 2026, an estimated $51.7K.
VanEck Biotech ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #593 holding.
Robertson Stephens Wealth Management first reported a position in VanEck Biotech ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's VanEck Biotech ETF position peaked at $280K in Q1 2023.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.