Bartlett & Co. Wealth Management LLC Asset Management

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.1B
$3.5 Million 0.05% of portfolio
7,130
Q3 2025 Added 0.11%
$26.8B
$2.02 Million 0.03% of portfolio
15,006
Q3 2025 Reduced 3.89%
$86.5B
$1.81 Million 0.02% of portfolio
16,592
Q2 2025 Added 0.05%
$0
$1.09 Million 0.01% of portfolio
48,485
Q3 2025 Reduced 0.1%
$114B
$958,000 0.01% of portfolio
5,612
Q3 2025 Added 26.28%
$0
$952,000 0.01% of portfolio
150,236
Q1 2025 Reduced 7.96%
$106B
$538,000 0.01% of portfolio
4,143
Q3 2025 Added 1.05%
$4.36B
$534,000 0.01% of portfolio
8,400
Q2 2023 New
$0
$468,000 0.01% of portfolio
40,750
Q1 2025 Added 10.14%
$19.8B
$349,000 0.0% of portfolio
4,218
Q3 2025 Added 1.35%
$0
$311,000 0.0% of portfolio
26,400
Q1 2025 Added 8.2%
$23.5B
$178,000 0.0% of portfolio
1,742
Q3 2025 Reduced 21.25%
$0
$119,000 0.0% of portfolio
19,300
Q3 2025 Reduced 3.5%
$75.6B
$106,000 0.0% of portfolio
798
Q3 2025 Added 10.22%
$3.44B
$86,000 0.0% of portfolio
1,319
Q2 2022 Reduced 0.08%
$0
$67,000 0.0% of portfolio
6,775
Q4 2024 Reduced 1.45%
$21B
$62,000 0.0% of portfolio
1,001
Q2 2024 Reduced 9.08%
$0
$59,000 0.0% of portfolio
12,000
Q2 2023 Added 71.43%
$0
$55,000 0.0% of portfolio
4,481
Q4 2024 Added 6.06%
$265M
$48,000 0.0% of portfolio
2,000
Q1 2025 Added 300.0%
$0
$45,000 0.0% of portfolio
5,000
Q1 2025 Reduced 13.04%
$0
$44,000 0.0% of portfolio
4,000
Q3 2025 Reduced 9.09%
$0
$37,000 0.0% of portfolio
2,024
Q1 2023 Reduced 7.96%
$0
$28,000 0.0% of portfolio
4,220
Q3 2025 Added 68.8%
$0
$26,000 0.0% of portfolio
1,900
Q1 2020 New
$0
$26,000 0.0% of portfolio
3,000
Q1 2023 Reduced 0.17%
$0
$24,000 0.0% of portfolio
2,100
Q4 2023 Reduced 64.41%
$25.8B
$23,000 0.0% of portfolio
145
Q2 2025 Reduced 15.2%
$0
$19,000 0.0% of portfolio
1,700
Q1 2018 New
$0
$16,000 0.0% of portfolio
1,698
Q1 2025 Reduced 20.58%
$0
$16,000 0.0% of portfolio
1,830
Q3 2023 New
$0
$16,000 0.0% of portfolio
4,500
Q2 2022 Reduced 5.4%
$0
$16,000 0.0% of portfolio
700
Q4 2023 New
$0
$14,000 0.0% of portfolio
2,151
Q4 2024 Reduced 50.01%
$0
$14,000 0.0% of portfolio
2,225
Q2 2021 Reduced 20.54%
$0
$13,000 0.0% of portfolio
1,383
Q4 2023 Reduced 34.67%
$0
$13,000 0.0% of portfolio
1,066
Q2 2024 Reduced 41.17%
$0
$11,000 0.0% of portfolio
1,307
Q3 2023 New
$11.1B
$11,000 0.0% of portfolio
131
Q3 2021 Reduced 9.03%
$0
$6,000 0.0% of portfolio
583
Q4 2024 Reduced 50.04%
$0
$6,000 0.0% of portfolio
555
Q3 2025 New
$0
$6,000 0.0% of portfolio
534
Q1 2024 Reduced 44.89%
$0
$5,000 0.0% of portfolio
270
Q4 2019 Reduced 95.2%
$10.4B
$4,000 0.0% of portfolio
209
Q3 2025 Added 514.71%
$0
$2,000 0.0% of portfolio
255
Q1 2020 New
$42B
$2,000 0.0% of portfolio
21
Q3 2025 New
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