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&Partners’s GMO US Quality ETF QLTY Stock Holding History

&Partners’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.81M Buy
270,859
+7,686
+3% +$295K 0.05% 330
2025
Q4 		$10.1M Sell
263,173
-6,776
-3% -$255K 0.05% 310
2025
Q3 		$9.73M Buy
269,949
+10,065
+4% +$351K 0.06% 268
2025
Q2 		$8.98M Buy
+259,884
New +$8.24M 0.07% 248

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

&Partners's QLTY Position: Q1 2026 in Review

&Partners increased its GMO US Quality ETF (QLTY) stake by 2.9% in Q1 2026, buying an estimated $295K and bringing the position to 270,859 shares worth $9.81M. The position accounts for 0.05% of the portfolio, ranked #330.

&Partners first reported a position in QLTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.1M in Q4 2025. 149 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • &Partners held 270,859 shares of GMO US Quality ETF worth $9.81M as of Q1 2026.
  • &Partners bought 7,686 GMO US Quality ETF shares in Q1 2026, an estimated $295K.
  • GMO US Quality ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #330 holding.
  • &Partners first reported a position in GMO US Quality ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's GMO US Quality ETF position peaked at $10.1M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.