AWM
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Accel Wealth Management’s S&P Global SPGI Stock Holding History

Accel Wealth Management’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 		– Sell
-957
Closed -$407K – 313
2026
Q1 		$407K Buy
957
+5
+0.5% +$2.32K 0.11% 176
2025
Q4 		$498K Hold
952
– – 0.14% 151
2025
Q3 		$463K Sell
952
-100
-10% -$53.5K 0.13% 155
2025
Q2 		$555K Sell
1,052
-5
-0.5% -$2.5K 0.19% 123
2025
Q1 		$537K Buy
1,057
+7
+0.7% +$3.58K 0.19% 119
2024
Q4 		$523K Buy
1,050
+1
+0.1% +$507 0.2% 124
2024
Q3 		$542K Buy
1,049
+6
+0.6% +$2.97K 0.2% 121
2024
Q2 		$465K Hold
1,043
– – 0.19% 118
2024
Q1 		$444K Buy
+1,043
New +$452K 0.19% 117

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Accel Wealth Management's SPGI Position: Q2 2026 in Review

Accel Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 957 shares — an estimated $407K sold.

Accel Wealth Management first reported a position in SPGI in Q1 2024 and held it in 9 quarters. The position peaked at $555K in Q2 2025. 486 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Accel Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Accel Wealth Management sold 957 S&P Global shares in Q2 2026, an estimated $407K.
  • Accel Wealth Management first reported a position in S&P Global in Q1 2024 and held it in 9 quarters.
  • Accel Wealth Management's S&P Global position peaked at $555K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.