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Catalent shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Catalent (CTLT) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Catalent

Tip: Access up to 7 years of quarterly data

All positions including Catalent held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Catalent by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 14k 56.45

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Catalent

Vanguard Group
BlackRock
Nomura Holdings
Henderson Group
Veritas Asset Management
T. Rowe Price Associates
Barclays
Geode Capital Management
T. Rowe Price Investment Management
Elliott Investment Management
Leonard Green & Partners
Hudson Bay Capital Management
Cadian Capital Management
Alpine Associates Management
Millennium Management

View all funds holding Catalent