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Abacus Wealth Partners’s S&P Global SPGI Stock Holding History

Abacus Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Sell
1,165
-2,019
-63% -$853K 0.05% 156
2026
Q1 		$1.35M Sell
3,184
-498
-14% -$231K 0.12% 71
2025
Q4 		$1.92M Buy
+3,682
New +$1.82M 0.19% 46

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Abacus Wealth Partners's SPGI Position: Q2 2026 in Review

Abacus Wealth Partners reduced its S&P Global (SPGI) stake by 63% in Q2 2026, selling an estimated $853K and leaving 1,165 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #156.

Abacus Wealth Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Abacus Wealth Partners held 1,165 shares of S&P Global worth $475K as of Q2 2026.
  • Abacus Wealth Partners sold 2,019 S&P Global shares in Q2 2026, an estimated $853K.
  • S&P Global made up 0.05% of Abacus Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Abacus Wealth Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's S&P Global position peaked at $1.92M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.