Chevy Chase Trust
CATH icon

Chevy Chase Trust’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Chevy Chase Trust’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.95M Buy
50,494
+15,049
+42% +$1.23M 0.01% 527
2025
Q4 		$2.91M Buy
+35,445
New +$2.9M 0.01% 553

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Chevy Chase Trust's CATH Position: Q1 2026 in Review

Chevy Chase Trust increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 42% in Q1 2026, buying an estimated $1.23M and bringing the position to 50,494 shares worth $3.95M. The position accounts for 0.01% of the portfolio, ranked #527.

Chevy Chase Trust first reported a position in CATH in Q4 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Chevy Chase Trust held 50,494 shares of Global X S&P 500 Catholic Values ETF worth $3.95M as of Q1 2026.
  • Chevy Chase Trust bought 15,049 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $1.23M.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #527 holding.
  • Chevy Chase Trust first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.