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

Accretive 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 		$1.07M Buy
2,627
+81
+3% +$34.2K 0.26% 85
2026
Q1 		$1.08M Buy
2,546
+30
+1% +$13.9K 0.3% 83
2025
Q4 		$1.31M Sell
2,516
-40
-2% -$19.8K 0.39% 74
2025
Q3 		$1.24M Buy
2,556
+59
+2% +$31.6K 0.38% 76
2025
Q2 		$1.32M Buy
2,497
+25
+1% +$12.5K 0.43% 74
2025
Q1 		$1.24M Buy
2,472
+186
+8% +$95K 0.44% 72
2024
Q4 		$1.14M Sell
2,286
-22
-1% -$11.2K 0.48% 72
2024
Q3 		$1.19M Sell
2,308
-17
-0.7% -$8.41K 0.5% 69
2024
Q2 		$1.04M Sell
2,325
-8
-0.3% -$3.43K 0.43% 72
2024
Q1 		$992K Sell
2,333
-15
-0.6% -$6.5K 0.44% 71
2023
Q4 		$1.03M Sell
2,348
-18
-0.8% -$7.1K 0.5% 68
2023
Q3 		$865K Buy
2,366
+26
+1% +$10.2K 0.52% 62
2023
Q2 		$938K Buy
2,340
+99
+4% +$36.2K 0.56% 60
2023
Q1 		$773K Buy
2,241
+45
+2% +$15.8K 0.49% 67
2022
Q4 		$735K Buy
2,196
+66
+3% +$21.8K 0.51% 64
2022
Q3 		$650K Sell
2,130
-25
-1% -$8.94K 0.5% 66
2022
Q2 		$726K Sell
2,155
-209
-9% -$74.5K 0.53% 61
2022
Q1 		$970K Buy
2,364
+47
+2% +$19.1K 0.61% 57
2021
Q4 		$1.09M Buy
2,317
+48
+2% +$22K 0.7% 54
2021
Q3 		$964K Buy
2,269
+89
+4% +$38.6K 0.68% 59
2021
Q2 		$895K Buy
2,180
+142
+7% +$54.6K 0.65% 64
2021
Q1 		$719K Buy
2,038
+307
+18% +$102K 0.65% 67
2020
Q4 		$569K Buy
+1,731
New +$584K 0.56% 82

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

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

Accretive Wealth Partners increased its S&P Global (SPGI) stake by 3.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,627 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #85.

Accretive Wealth Partners first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2025. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Accretive Wealth Partners held 2,627 shares of S&P Global worth $1.07M as of Q2 2026.
  • Accretive Wealth Partners bought 81 S&P Global shares in Q2 2026, an estimated $34.2K.
  • S&P Global made up 0.26% of Accretive Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Accretive Wealth Partners first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's S&P Global position peaked at $1.32M in Q2 2025.
  • 2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.