Bartlett & Co. Wealth Management LLC Purchases in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HXL
Hexcel Corp

Industrials
47
New
$47.49 - $57.32 $2.23K - $2.69K
47 $2.66M
BIO
Bio Rad Laboratories, Inc.

Healthcare
11
New
$216.56 - $256.68 $2.38K - $2.82K
11 $2.66M
GNRC
Generac Holdings Inc.

Industrials
2
+ 1.43%
$101.92 - $143.21 $204 - $286
142 $20.3M
BWA
Borgwarner Inc

Consumer Cyclical
76
New
$24.84 - $33.92 $1.89K - $2.58K
76 $2.54M
FORM
Formfactor Inc

Technology
73
New
$23.18 - $35.26 $1.69K - $2.57K
73 $2.51M
WEX
Wex Inc.

Technology
17
New
$113.47 - $161.8 $1.93K - $2.75K
17 $2.5M
CBT
Cabot Corp

Basic Materials
33
New
$72.47 - $84.35 $2.39K - $2.78K
33 $2.48M
Coreweave Inc Com Cl
15
New
N/A
15 $2.45M
HEIA
Heico Crp Cl A
9
New
N/A
9 $2.33M
AKAM
Akamai Technologies Inc

Technology
29
+ 2900.0%
N/A
30 $2.39M
SON
Sonoco Products CO

Consumer Cyclical
50
New
$40.6 - $47.93 $2.03K - $2.4K
50 $2.18M
MIDD
Middleby Corp

Industrials
24
+ 14.37%
$124.01 - $154.76 $2.98K - $3.71K
191 $27.5M
AVTR
Avantor, Inc.

Basic Materials
157
New
$11.94 - $16.29 $1.87K - $2.56K
157 $2.11M
OFC
Corporate Office Properties Trust

Real Estate
73
New
N/A
73 $2.04M
APA
Apa Corp

Energy
111
New
$14.03 - $21.24 $1.56K - $2.36K
111 $2.03M
Kenvue Inc Com
97
+ 1616.67%
N/A
103 $2.16M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
177
New
$5.99 - $11.1 $1.06K - $1.96K
177 $1.94M
RH
Rh

Consumer Cyclical
10
New
$145.66 - $249.35 $1.46K - $2.49K
10 $1.89M
CNMD
Conmed Corp

Healthcare
36
New
$47.66 - $60.73 $1.72K - $2.19K
36 $1.88M
NSP
Insperity, Inc.

Industrials
31
New
$58.55 - $89.92 $1.82K - $2.79K
31 $1.86M
FE
Firstenergy Corp

Utilities
52
+ 3.47%
$38.31 - $43.17 $1.99K - $2.24K
1.55K $62.4M
PZZA
Papa Johns International Inc

Consumer Cyclical
35
New
$30.45 - $51.79 $1.07K - $1.81K
35 $1.71M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
13
+ 15.85%
$81.84 - $93.53 $1.06K - $1.22K
95 $8.81M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11
+ 0.23%
$10.59 - $11.48 $116 - $126
4.85K $55.7M
AIN
Albany International Corp

Consumer Cyclical
22
New
$59.75 - $70.94 $1.31K - $1.56K
22 $1.55M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
52
New
$19.5 - $30.4 $1.01K - $1.58K
52 $1.52M
AME
Ametek Inc

Industrials
7
+ 26.92%
$151.41 - $182.75 $1.06K - $1.28K
33 $5.97M
GVI
Ishares Tr

ETFs
6
+ 0.51%
$104.82 - $106.79 $629 - $641
1.19K $127M
M
Macy'S, Inc.

Consumer Cyclical
139
+ 63.76%
$10.02 - $13.19 $1.39K - $1.83K
357 $4.23M
IONQ
Ion Q, Inc.

Technology
33
New
$20.68 - $48.04 $682 - $1.59K
33 $1.42M
PENN
Penn National Gaming Inc

Consumer Cyclical
66
+ 47.14%
$13.75 - $18.28 $908 - $1.21K
206 $3.68M
BTI
British American Tobacco P.L.C.

Consumer Defensive
28
New
$39.43 - $49.34 $1.1K - $1.38K
28 $1.35M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
19
New
$58.52 - $71.7 $1.11K - $1.36K
19 $1.31M
ASX
Ase Technology Holding Co., Ltd.

Technology
125
New
$7.42 - $10.65 $928 - $1.33K
125 $1.29M
RGTI
Rigetti Computing, Inc.

Technology
105
New
$7.5 - $14.29 $788 - $1.5K
105 $1.25M
TDY
Teledyne Technologies Inc

Technology
2
+ 14.29%
$435.54 - $512.31 $871 - $1.02K
16 $8.2M
Tyler Technologi
1K
New
N/A
1K $1.23M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
12
New
$89.4 - $99.04 $1.07K - $1.19K
12 $1.16M
KEY
Keycorp

Financial Services
36
+ 12.0%
$13.23 - $17.42 $476 - $627
336 $5.85M
RYAAY
Ryanair Holdings PLC

Industrials
18
New
$39.21 - $57.84 $706 - $1.04K
18 $1.04M
AON
Aon PLC

Financial Services
3
+ 300.0%
$335.85 - $398.81 $1.01K - $1.2K
4 $1.43M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.33%
N/A
302 $38.8M
BGNE
Bei Gene, Ltd.

Healthcare
4
New
N/A
4 $968K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 3.03%
$118.81 - $151.28 $119 - $151
34 $5.14M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
62
New
$11.11 - $14.46 $689 - $897
62 $796K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
21
+ 0.21%
$50.1 - $51.02 $1.05K - $1.07K
10K $511M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12
New
$53.23 - $70.65 $639 - $848
12 $694K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 2.22%
N/A
46 $8.26M
MSCI
Msci Inc.

Financial Services
1
New
$506.56 - $576.74 $507 - $577
1 $577K
Activity Summary
Buys All Purchases 396 New Holdings 126 Increased Positions 270 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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