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Hanson & Doremus Investment Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		$1.61M Buy
18,207
+9,028
+98% +$784K 0.16% 75
2026
Q1 		$717K Buy
9,179
+1,298
+16% +$106K 0.08% 110
2025
Q4 		$648K Buy
7,881
+472
+6% +$38.7K 0.08% 101
2025
Q3 		$601K Buy
7,409
+2,443
+49% +$191K 0.08% 103
2025
Q2 		$375K Buy
4,966
+123
+3% +$8.55K 0.05% 138
2025
Q1 		$327K Hold
4,843
– – 0.05% 148
2024
Q4 		$343K Buy
4,843
+10
+0.2% +$714 0.05% 140
2024
Q3 		$335K Buy
4,833
+470
+11% +$31.3K 0.05% 143
2024
Q2 		$285K Buy
4,363
+112
+3% +$7.08K 0.05% 153
2024
Q1 		$271K Sell
4,251
-164
-4% -$9.91K 0.05% 160
2023
Q4 		$256K Buy
4,415
+330
+8% +$18K 0.05% 158
2023
Q3 		$214K Buy
4,085
+820
+25% +$44.6K 0.04% 169
2023
Q2 		$178K Hold
3,265
– – 0.04% 182
2023
Q1 		$164K Hold
3,265
– – 0.04% 191
2022
Q4 		$152K Buy
3,265
+245
+8% +$11.5K 0.03% 196
2022
Q3 		$132K Hold
3,020
– – 0.03% 211
2022
Q2 		$139K Buy
3,020
+506
+20% +$25.4K 0.03% 210
2022
Q1 		$140K Hold
2,514
– – 0.03% 225
2021
Q4 		$148K Buy
2,514
+130
+5% +$7.45K 0.03% 215
2021
Q3 		$129K Buy
+2,384
New +$131K 0.03% 217

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Hanson & Doremus Investment Management's CATH Position: Q2 2026 in Review

Hanson & Doremus Investment Management increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 98% in Q2 2026, buying an estimated $784K and bringing the position to 18,207 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #75.

Hanson & Doremus Investment Management first reported a position in CATH in Q3 2021 and has held it in 20 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Hanson & Doremus Investment Management held 18,207 shares of Global X S&P 500 Catholic Values ETF worth $1.61M as of Q2 2026.
  • Hanson & Doremus Investment Management bought 9,028 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $784K.
  • Global X S&P 500 Catholic Values ETF made up 0.16% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #75 holding.
  • Hanson & Doremus Investment Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2021 and has held it in 20 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.