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
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.18%
$217.22 - $246.25 $217 - $246
552 $135M
IVZ
Invesco Ltd.

Financial Services
34
New
$12.14 - $15.77 $413 - $536
34 $536K
NWSA
News Corp

Communication Services
5
+ 3.14%
$23.97 - $29.72 $120 - $149
164 $4.87M
HWM
Howmet Aerospace Inc.

Industrials
2
+ 100.0%
$112.33 - $186.13 $225 - $372
4 $745K
NDSN
Nordson Corp

Industrials
2
New
$167.51 - $223.5 $335 - $447
2 $430K
Aptiv PLC Com Shs
6
New
N/A
6 $409K
Smurfit Westrock LTD F
9
+ 450.0%
N/A
11 $475K
WAT
Waters Corp

Healthcare
1
New
$307.71 - $366.67 $308 - $367
1 $349K
ERIE
Erie Indemnity CO

Financial Services
1
New
$340.45 - $423.93 $340 - $424
1 $347K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14
New
$22.4 - $23.8 $314 - $333
14 $333K
MOH
Molina Healthcare, Inc.

Healthcare
1
New
$290.25 - $353.24 $290 - $353
1 $298K
ESS
Essex Property Trust, Inc.

Real Estate
1
New
N/A
1 $286K
RL
Ralph Lauren Corp

Consumer Cyclical
1
New
$182.34 - $286.22 $182 - $286
1 $275K
FOXA
Fox Corp

Communication Services
6
+ 5.36%
$47.21 - $57.04 $283 - $342
118 $6.61M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
172
+ 0.94%
$10.78 - $11.28 $1.85K - $1.94K
18.4K $205M
NEM
Newmont Corp

Basic Materials
3
+ 50.0%
$44.18 - $59.46 $133 - $178
9 $524K
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 42.86%
$54.33 - $63.56 $326 - $381
20 $1.12M
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$190.39 - $227.7 $190 - $228
1 $219K
PNR
Pentair PLC

Industrials
2
New
$76.17 - $103.58 $152 - $207
2 $205K
AIZ
Assurant, Inc.

Financial Services
1
New
$179.73 - $211.56 $180 - $212
1 $197K
ALGN
Align Technology Inc

Healthcare
1
New
$144.32 - $190.42 $144 - $190
1 $189K
EPAM
Epam Systems, Inc.

Technology
1
New
N/A
1 $177K
AVY
Avery Dennison Corp

Industrials
1
New
$159.58 - $183.97 $160 - $184
1 $175K
WELL
Welltower Inc.

Real Estate
1
+ 33.33%
$136.49 - $155.22 $136 - $155
4 $615K
FOX
Fox Corp Cl B (De)

Communication Services
3
New
$43.81 - $53.0 $131 - $159
3 $155K
Newsmax Inc Class B
10
New
N/A
10 $151K
TRGP
Targa Resources Corp.

Energy
1
+ 100.0%
$157.32 - $205.72 $157 - $206
2 $348K
HAS
Hasbro, Inc.

Consumer Cyclical
2
New
$50.71 - $73.82 $101 - $148
2 $148K
REG
Regency Centers Corp

Real Estate
2
New
$65.48 - $74.74 $131 - $149
2 $144K
JBHT
Hunt J B Transport Services Inc

Industrials
1
New
$124.73 - $152.78 $125 - $153
1 $144K
EQIX
Equinix Inc

Real Estate
1
+ 3.03%
$740.07 - $914.43 $740 - $914
34 $27M
NWS
News Corp New Cl B Com Stk (De

Communication Services
4
New
$27.41 - $34.31 $110 - $137
4 $137K
KIM
Kimco Realty Corp

Real Estate
6
New
$18.7 - $21.69 $112 - $130
6 $126K
GL
Globe Life Inc.

Financial Services
1
New
$113.29 - $133.09 $113 - $133
1 $124K
UDR
Udr, Inc.

Real Estate
3
New
$38.09 - $45.36 $114 - $136
3 $122K
CPT
Camden Property Trust

Real Estate
1
New
$106.53 - $122.8 $107 - $123
1 $114K
CDAY
Ceridian Hcm Holding Inc.

Technology
2
New
N/A
2 $111K
SPTL
Spdr Portfolio Long Term Treas

ETFs
4
New
$25.48 - $27.78 $102 - $111
4 $106K
MHK
Mohawk Industries Inc

Consumer Cyclical
1
New
$97.99 - $117.15 $98 - $117
1 $105K
PEAK
Healthpeak Properties, Inc.

Real Estate
6
New
N/A
6 $105K
CPRT
Copart Inc

Consumer Cyclical
2
+ 66.67%
$47.72 - $63.84 $95.4 - $128
5 $245K
Aethlon Med Inc
3
New
N/A
3 $4K
OGN
Organon & Co.

Healthcare
10
+ 15.38%
$8.04 - $14.72 $80.4 - $147
75 $726K
DTE
Dte Energy CO

Utilities
1
+ 1.41%
$127.39 - $139.49 $127 - $139
72 $9.62M
MAS
Masco Corp

Industrials
7
+ 4.38%
$58.73 - $71.06 $411 - $497
167 $10.7M
AVB
Avalonbay Communities Inc

Real Estate
2
+ 2.82%
$187.23 - $215.61 $374 - $431
73 $15M
PNW
Pinnacle West Capital Corp

Utilities
1
+ 1.0%
$88.3 - $95.43 $88.3 - $95.4
101 $9.04M
BKR
Baker Hughes CO

Energy
126
+ 12.23%
$35.0 - $44.92 $4.41K - $5.66K
1.16K $44.3M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 2.0%
$295.96 - $337.43 $296 - $337
51 $15.7M
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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