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Baldwin Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Baldwin Investment Management’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
5,505
-31
-0.6% -$6.14K 0.12% 96
2025
Q4 		$1.06M Sell
5,536
-86
-2% -$16.3K 0.12% 103
2025
Q3 		$1.07M Sell
5,622
-296
-5% -$55.2K 0.12% 106
2025
Q2 		$1.08M Sell
5,918
-33
-0.6% -$5.7K 0.13% 102
2025
Q1 		$1.03M Buy
5,951
+15
+0.3% +$2.67K 0.12% 101
2024
Q4 		$1.04M Sell
5,936
-617
-9% -$112K 0.14% 96
2024
Q3 		$1.17M Sell
6,553
-3,629
-36% -$620K 0.15% 98
2024
Q2 		$1.67M Sell
10,182
-116
-1% -$19.1K 0.23% 64
2024
Q1 		$1.74M Buy
10,298
+2,974
+41% +$478K 0.24% 65
2023
Q4 		$1.16M Sell
7,324
-72
-1% -$10.5K 0.18% 87
2023
Q3 		$1.05M Sell
7,396
-516
-7% -$77.1K 0.18% 89
2023
Q2 		$1.18M Buy
7,912
+105
+1% +$15.1K 0.2% 77
2023
Q1 		$1.13M Sell
7,807
-297
-4% -$43.5K 0.2% 78
2022
Q4 		$1.14M Buy
8,104
+137
+2% +$19.2K 0.21% 78
2022
Q3 		$1.01K Sell
7,967
-2,817
-26% -$397K 0.21% 81
2022
Q2 		$1.45K Sell
10,784
-24
-0.2% -$3.51K 0.28% 65
2022
Q1 		$1.71K Sell
10,808
-216
-2% -$33.7K 0.26% 69
2021
Q4 		$1.79K Buy
11,024
+2,908
+36% +$459K 0.28% 66
2021
Q3 		$1.22M Sell
8,116
-52
-0.6% -$7.96K 0.21% 81
2021
Q2 		$1.23M Buy
8,168
+26
+0.3% +$3.87K 0.21% 84
2021
Q1 		$1.15M Buy
8,142
+100
+1% +$13.5K 0.21% 87
2020
Q4 		$1.03M Buy
8,042
+1,715
+27% +$204K 0.2% 88
2020
Q3 		$684K Hold
6,327
– – 0.16% 101
2020
Q2 		$644K Hold
6,327
– – 0.2% 75
2020
Q1 		$532K Sell
6,327
-125
-2% -$13.3K 0.18% 75
2019
Q4 		$747K Hold
6,452
– – 0.2% 77
2019
Q3 		$697K Hold
6,452
– – 0.2% 74
2019
Q2 		$696K Hold
6,452
– – 0.2% 79
2019
Q1 		$674K Sell
6,452
-425
-6% -$42.9K 0.2% 78
2018
Q4 		$629K Buy
6,877
+527
+8% +$52.2K 0.2% 76
2018
Q3 		$678K Sell
6,350
-325
-5% -$34.3K 0.19% 79
2018
Q2 		$680K Hold
6,675
– – 0.21% 79
2018
Q1 		$664K Sell
6,675
-100
-1% -$10.2K 0.24% 58
2017
Q4 		$684K Sell
6,775
-125
-2% -$12.3K 0.24% 57
2017
Q3 		$659K Sell
6,900
-100
-1% -$9.36K 0.25% 58
2017
Q2 		$649K Sell
7,000
-100
-1% -$9.17K 0.26% 59
2017
Q1 		$645K Sell
7,100
-450
-6% -$40.4K 0.25% 65
2016
Q4 		$654K Hold
7,550
– – 0.26% 60
2016
Q3 		$631K Sell
7,550
-200
-3% -$16.6K 0.27% 56
2016
Q2 		$623K Sell
7,750
-550
-7% -$43.7K 0.27% 58
2016
Q1 		$652K Hold
8,300
– – 0.28% 55
2015
Q4 		$636K Sell
8,300
-800
-9% -$62.1K 0.29% 54
2015
Q3 		$669K Hold
9,100
– – 0.29% 53
2015
Q2 		$726K Sell
9,100
-100
-1% -$8.19K 0.3% 57
2015
Q1 		$746K Hold
9,200
– – 0.3% 53
2014
Q4 		$736K Hold
9,200
– – 0.29% 53
2014
Q3 		$697K Sell
9,200
-200
-2% -$15.4K 0.29% 59
2014
Q2 		$721K Sell
9,400
-800
-8% -$59.3K 0.31% 58
2014
Q1 		$744K Sell
10,200
-100
-1% -$7.13K 0.33% 53
2013
Q4 		$734K Hold
10,300
– – 0.33% 56
2013
Q3 		$672K Hold
10,300
– – 0.32% 51
2013
Q2 		$631K Buy
+10,300
New +$631K 0.31% 55

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Baldwin Investment Management's RSP Position: Q1 2026 in Review

Baldwin Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.56% in Q1 2026, selling an estimated $6.14K and leaving 5,505 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #96.

Baldwin Investment Management first reported a position in RSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q1 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Baldwin Investment Management held 5,505 shares of Invesco S&P 500 Equal Weight ETF worth $1.06M as of Q1 2026.
  • Baldwin Investment Management sold 31 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $6.14K.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Baldwin Investment Management's portfolio in Q1 2026, its #96 holding.
  • Baldwin Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 52 quarters since.
  • Baldwin Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.74M in Q1 2024.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.