Aprio Wealth Management
SPGI icon

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

Aprio 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 		$782K Buy
1,982
+164
+9% +$69.4K 0.04% 308
2026
Q2 		$741K Buy
1,818
+29
+2% +$12.2K 0.04% 292
2026
Q1 		$761K Sell
1,789
-118
-6% -$54.8K 0.04% 250
2025
Q4 		$997K Buy
1,907
+403
+27% +$199K 0.06% 198
2025
Q3 		$732K Buy
1,504
+32
+2% +$17.1K 0.07% 158
2025
Q2 		$776K Sell
1,472
-202
-12% -$101K 0.09% 129
2025
Q1 		$851K Buy
1,674
+417
+33% +$213K 0.11% 122
2024
Q4 		$626K Buy
1,257
+204
+19% +$104K 0.09% 120
2024
Q3 		$544K Buy
1,053
+164
+18% +$81.2K 0.09% 118
2024
Q2 		$396K Buy
889
+190
+27% +$81.5K 0.07% 127
2024
Q1 		$297K Buy
699
+134
+24% +$58.1K 0.06% 156
2023
Q4 		$249K Buy
+565
New +$223K 0.06% 161

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Aprio Wealth Management increased its S&P Global (SPGI) stake by 9% in Q3 2026, buying an estimated $69.4K and bringing the position to 1,982 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #308.

Aprio Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $997K in Q4 2025. 751 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Aprio Wealth Management held 1,982 shares of S&P Global worth $782K as of Q3 2026.
  • Aprio Wealth Management bought 164 S&P Global shares in Q3 2026, an estimated $69.4K.
  • S&P Global made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Aprio Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's S&P Global position peaked at $997K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.