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Robertson Stephens Wealth Management’s Ceco Environmental CECO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,427
Closed -$352K – 536
2025
Q2 		$352K Buy
+12,427
New +$309K 0.01% 428

Other funds holding CECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Robertson Stephens Wealth Management's CECO Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Ceco Environmental (CECO) in Q3 2025, closing a stake of 12,427 shares — an estimated $352K sold.

Robertson Stephens Wealth Management first reported a position in CECO in Q2 2025 and held it in 1 quarter. The position peaked at $352K in Q2 2025. 225 funds tracked by Wall St. Rank hold CECO as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Ceco Environmental position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,427 Ceco Environmental shares in Q3 2025, an estimated $352K.
  • Robertson Stephens Wealth Management first reported a position in Ceco Environmental in Q2 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Ceco Environmental position peaked at $352K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.