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Ramsay Stattman Vela & Price’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Ramsay Stattman Vela & Price’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 		$258K Hold
2,910
– – 0.05% 74
2026
Q1 		$227K Buy
2,910
+100
+4% +$8.18K 0.04% 75
2025
Q4 		$231K Hold
2,810
– – 0.04% 75
2025
Q3 		$228K Buy
+2,810
New +$219K 0.04% 78

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 $72.2B AUM 27.85% 1-Year Est. Return

Ramsay Stattman Vela & Price's CATH Position: Q2 2026 in Review

Ramsay Stattman Vela & Price held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 2,910 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #74.

Ramsay Stattman Vela & Price first reported a position in CATH in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Ramsay Stattman Vela & Price held 2,910 shares of Global X S&P 500 Catholic Values ETF worth $258K as of Q2 2026.
  • Ramsay Stattman Vela & Price left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.05% of Ramsay Stattman Vela & Price's portfolio in Q2 2026, its #74 holding.
  • Ramsay Stattman Vela & Price first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.