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Robertson Stephens Wealth Management’s TTEC Holdings TTEC Stock Holding History

Robertson Stephens Wealth Management’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Sell
71,491
-7,900
-10% -$20.4K ﹤0.01% 630
2026
Q1 		$198K Sell
79,391
-22,404
-22% -$64.1K 0.01% 590
2025
Q4 		$366K Buy
101,795
+50,920
+100% +$173K 0.01% 490
2025
Q3 		$171K Buy
50,875
+15,000
+42% +$61.5K 0.01% 518
2025
Q2 		$173K Buy
+35,875
New +$164K 0.01% 534

Other funds holding TTEC

OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its TTEC Holdings (TTEC) stake by 10% in Q2 2026, selling an estimated $20.4K and leaving 71,491 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Robertson Stephens Wealth Management first reported a position in TTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q4 2025. 11 funds tracked by Wall St. Rank hold TTEC as of Q2 2026.

  • Robertson Stephens Wealth Management held 71,491 shares of TTEC Holdings worth $139K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 7,900 TTEC Holdings shares in Q2 2026, an estimated $20.4K.
  • TTEC Holdings made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Robertson Stephens Wealth Management first reported a position in TTEC Holdings in Q2 2025 and has held it in 5 quarters since.
  • Robertson Stephens Wealth Management's TTEC Holdings position peaked at $366K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2026.

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