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Robertson Stephens Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Robertson Stephens Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17M Sell
440,133
-22,247
-5% -$805K 0.42% 44
2026
Q1 		$15.7M Buy
462,380
+269,624
+140% +$9.35M 0.44% 43
2025
Q4 		$6.39M Sell
192,756
-21,761
-10% -$716K 0.17% 106
2025
Q3 		$7.01M Sell
214,517
-15,451
-7% -$496K 0.21% 84
2025
Q2 		$7.1M Sell
229,968
-366,070
-61% -$10.8M 0.23% 81
2025
Q1 		$17.8M Sell
596,038
-56,760
-9% -$1.75M 0.61% 33
2024
Q4 		$19.8M Sell
652,798
-21,978
-3% -$689K 0.7% 30
2024
Q3 		$21.1M Sell
674,776
-80,998
-11% -$2.41M 0.77% 27
2024
Q2 		$22.2M Sell
755,774
-32,611
-4% -$956K 1.12% 19
2024
Q1 		$23.9M Sell
788,385
-17,513
-2% -$504K 1.27% 18
2023
Q4 		$22.7M Buy
805,898
+1,022
+0.1% +$26.6K 1.38% 17
2023
Q3 		$20.3M Sell
804,876
-16,527
-2% -$439K 1.37% 15
2023
Q2 		$22.1M Sell
821,403
-8,346
-1% -$219K 1.57% 13
2023
Q1 		$22M Buy
829,749
+6,457
+0.8% +$168K 1.69% 11
2022
Q4 		$20.8M Sell
823,292
-11,101
-1% -$282K 2.02% 6
2022
Q3 		$19.5M Buy
834,393
+44,976
+6% +$1.13M 2.04% 9
2022
Q2 		$18.8M Buy
789,417
+13,980
+2% +$353K 1.78% 10
2022
Q1 		$20.8M Sell
775,437
-17,556
-2% -$471K 1.75% 14
2021
Q4 		$23.2M Buy
792,993
+196
+0% +$5.45K 1.95% 10
2021
Q3 		$20.8M Buy
792,797
+18,250
+2% +$496K 2.35% 10
2021
Q2 		$20.6M Buy
+774,547
New +$19.7M 2.47% 9

Other funds holding STNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its Hennessy Sustainable ETF (STNC) stake by 4.8% in Q2 2026, selling an estimated $805K and leaving 440,133 shares worth $17M. The position accounts for 0.42% of the portfolio, ranked #44.

Robertson Stephens Wealth Management first reported a position in STNC in Q2 2021 and has held it in 21 quarters since. The position peaked at $23.9M in Q1 2024. 11 funds tracked by Wall St. Rank hold STNC as of Q2 2026.

  • Robertson Stephens Wealth Management held 440,133 shares of Hennessy Sustainable ETF worth $17M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 22,247 Hennessy Sustainable ETF shares in Q2 2026, an estimated $805K.
  • Hennessy Sustainable ETF made up 0.42% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Robertson Stephens Wealth Management first reported a position in Hennessy Sustainable ETF in Q2 2021 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's Hennessy Sustainable ETF position peaked at $23.9M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q2 2026.

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