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

Accurate 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	$214K	Buy	496 +5	+1%	+$2.11K	0.02%	540
2026 Q1	$205K	Sell	491 -3,763	-88%	-$1.75M	0.02%	519
2025 Q4	$2.31M	Sell	4,254 -993	-19%	-$491K	0.29%	72
2025 Q3	$2.55M	Sell	5,247 -298	-5%	-$160K	0.34%	71
2025 Q2	$2.94M	Buy	+5,545	New	+$2.77M	0.45%	49
2023 Q1	–	Sell	-78	Closed	-$27.6K	–	1252
2022 Q4	$27.6K	Buy	+78	New	+$25.7K	0.01%	587

Other funds holding SPGI

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Accurate Wealth Management increased its S&P Global (SPGI) stake by 1% in Q2 2026, buying an estimated $2.11K and bringing the position to 496 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #540.

Accurate Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2025. 668 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Accurate Wealth Management held 496 shares of S&P Global worth $214K as of Q2 2026.
Accurate Wealth Management bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #540 holding.
Accurate Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's S&P Global position peaked at $2.94M in Q2 2025.
668 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.