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 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 $3.25B AUM 14.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ramsay Stattman Vela & Price's CATH Position: Q1 2026 in Review

Ramsay Stattman Vela & Price increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 3.6% in Q1 2026, buying an estimated $8.18K and bringing the position to 2,910 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #75.

Ramsay Stattman Vela & Price first reported a position in CATH in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

Ramsay Stattman Vela & Price held 2,910 shares of Global X S&P 500 Catholic Values ETF worth $227K as of Q1 2026.
Ramsay Stattman Vela & Price bought 100 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $8.18K.
Global X S&P 500 Catholic Values ETF made up 0.04% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #75 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 3 quarters since.
Ramsay Stattman Vela & Price's Global X S&P 500 Catholic Values ETF position peaked at $231K in Q4 2025.
204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.