Apollon Wealth Management
SPGI icon

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

Apollon 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
Q3 		$6.23M Sell
15,791
-23,299
-60% -$9.9M 0.07% 227
2026
Q2 		$15.9M Sell
39,090
-461
-1% -$195K 0.19% 100
2026
Q1 		$16.8M Buy
39,551
+8,438
+27% +$3.92M 0.27% 82
2025
Q4 		$16.3M Buy
31,113
+514
+2% +$254K 0.28% 70
2025
Q3 		$14.9M Buy
30,599
+379
+1% +$203K 0.26% 71
2025
Q2 		$15.9M Buy
30,220
+2,787
+10% +$1.39M 0.31% 60
2025
Q1 		$13.9M Buy
27,433
+7,672
+39% +$3.92M 0.31% 70
2024
Q4 		$9.8M Buy
19,761
+1,088
+6% +$552K 0.23% 81
2024
Q3 		$9.6M Sell
18,673
-434
-2% -$215K 0.27% 68
2024
Q2 		$8.52M Buy
19,107
+130
+0.7% +$55.8K 0.26% 68
2024
Q1 		$8.07M Buy
18,977
+179
+1% +$77.6K 0.25% 72
2023
Q4 		$8.28M Buy
18,798
+9,920
+112% +$3.91M 0.29% 67
2023
Q3 		$3.24M Buy
8,878
+1,034
+13% +$407K 0.16% 119
2023
Q2 		$3.14M Buy
7,844
+3,789
+93% +$1.38M 0.15% 141
2023
Q1 		$1.4M Sell
4,055
-138
-3% -$48.6K 0.09% 242
2022
Q4 		$1.4M Sell
4,193
-504
-11% -$166K 0.1% 215
2022
Q3 		$1.43M Buy
4,697
+218
+5% +$78K 0.12% 188
2022
Q2 		$1.51M Buy
4,479
+246
+6% +$87.7K 0.13% 179
2022
Q1 		$1.74M Buy
4,233
+1
+0% +$407 0.12% 178
2021
Q4 		$2M Buy
4,232
+2,956
+232% +$1.35M 0.15% 157
2021
Q3 		$542K Buy
+1,276
New +$553K 0.07% 253
2020
Q3 		– Sell
-89
Closed -$29K – 615
2020
Q2 		$29K Buy
+89
New +$26.8K 0.02% 314

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apollon Wealth Management's SPGI Position: Q3 2026 in Review

Apollon Wealth Management reduced its S&P Global (SPGI) stake by 60% in Q3 2026, selling an estimated $9.9M and leaving 15,791 shares worth $6.23M. The position accounts for 0.07% of the portfolio, ranked #227.

Apollon Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 22 quarters since. The position peaked at $16.8M in Q1 2026. 605 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Apollon Wealth Management held 15,791 shares of S&P Global worth $6.23M as of Q3 2026.
  • Apollon Wealth Management sold 23,299 S&P Global shares in Q3 2026, an estimated $9.9M.
  • S&P Global made up 0.07% of Apollon Wealth Management's portfolio in Q3 2026, its #227 holding.
  • Apollon Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's S&P Global position peaked at $16.8M in Q1 2026.
  • 605 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.