AWM
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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
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 $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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Aprio Wealth Management increased its S&P Global (SPGI) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,818 shares worth $741K. The position accounts for 0.04% of the portfolio, ranked #292.

Aprio Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $997K in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aprio Wealth Management held 1,818 shares of S&P Global worth $741K as of Q2 2026.
  • Aprio Wealth Management bought 29 S&P Global shares in Q2 2026, an estimated $12.2K.
  • S&P Global made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Aprio Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's S&P Global position peaked at $997K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.