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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accretive Wealth Partners's SPGI Position: Q1 2026 in Review

Accretive Wealth Partners increased its S&P Global (SPGI) stake by 1.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 2,546 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #83.

Accretive Wealth Partners first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Accretive Wealth Partners held 2,546 shares of S&P Global worth $1.08M as of Q1 2026.
  • Accretive Wealth Partners bought 30 S&P Global shares in Q1 2026, an estimated $13.9K.
  • S&P Global made up 0.3% of Accretive Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • Accretive Wealth Partners first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's S&P Global position peaked at $1.32M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.