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AGH Wealth Advisors’s S&P Global SPGI Stock Holding History

AGH Wealth Advisors’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
-619
Closed -$263K – 135
2026
Q1 		$263K Sell
619
-7
-1% -$3.25K 0.19% 101
2025
Q4 		$327K Sell
626
-78
-11% -$38.6K 0.25% 74
2025
Q3 		$343K Sell
704
-1
-0.1% -$535 0.25% 79
2025
Q2 		$372K Sell
705
-128
-15% -$63.9K 0.31% 69
2025
Q1 		$423K Sell
833
-20
-2% -$10.2K 0.41% 57
2024
Q4 		$425K Buy
+853
New +$433K 0.39% 56

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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AGH Wealth Advisors's SPGI Position: Q2 2026 in Review

AGH Wealth Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 619 shares — an estimated $263K sold.

AGH Wealth Advisors first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $425K in Q4 2024. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • AGH Wealth Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 619 S&P Global shares in Q2 2026, an estimated $263K.
  • AGH Wealth Advisors first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
  • AGH Wealth Advisors's S&P Global position peaked at $425K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.