RSWM
DNB

Robertson Stephens Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36,942
Closed -$336K – 540
2025
Q2 		$336K Hold
36,942
– – 0.01% 436
2025
Q1 		$330K Hold
36,942
– – 0.01% 437
2024
Q4 		$460K Hold
36,942
– – 0.02% 371
2024
Q3 		$425K Hold
36,942
– – 0.02% 449
2024
Q2 		$342K Hold
36,942
– – 0.02% 394
2024
Q1 		$371K Hold
36,942
– – 0.02% 393
2023
Q4 		$432K Sell
36,942
-14
-0% -$143 0.03% 335
2023
Q3 		$369K Buy
+36,956
New +$408K 0.02% 352

Other funds holding DNB

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

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

Robertson Stephens Wealth Management sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 36,942 shares — an estimated $336K sold.

Robertson Stephens Wealth Management first reported a position in DNB in Q3 2023 and held it in 8 quarters. The position peaked at $460K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 36,942 Dun & Bradstreet shares in Q3 2025, an estimated $336K.
  • Robertson Stephens Wealth Management first reported a position in Dun & Bradstreet in Q3 2023 and held it in 8 quarters.
  • Robertson Stephens Wealth Management's Dun & Bradstreet position peaked at $460K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

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