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

Activest 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 		$7.74K Sell
19
-13
-41% -$5.49K ﹤0.01% 634
2026
Q1 		$13.6K Sell
32
-12
-27% -$5.57K ﹤0.01% 617
2025
Q4 		$23K Buy
44
+1
+2% +$495 ﹤0.01% 476
2025
Q3 		$20.9K Buy
43
+26
+153% +$13.9K ﹤0.01% 375
2025
Q2 		$8.96K Sell
17
-50
-75% -$25K ﹤0.01% 452
2025
Q1 		$34K Buy
67
+65
+3,250% +$33.2K 0.01% 226
2024
Q4 		$996 Buy
+2
New +$1.01K ﹤0.01% 465

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
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

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

Activest Wealth Management reduced its S&P Global (SPGI) stake by 41% in Q2 2026, selling an estimated $5.49K and leaving 19 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Activest Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $34K in Q1 2025. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Activest Wealth Management held 19 shares of S&P Global worth $7.74K as of Q2 2026.
  • Activest Wealth Management sold 13 S&P Global shares in Q2 2026, an estimated $5.49K.
  • S&P Global made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Activest Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's S&P Global position peaked at $34K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.