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

Ariadne 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	$294K	Buy	746 +86	+13%	+$36.4K	0.13%	182
2026 Q2	$269K	Sell	660 -227	-26%	-$95.9K	0.12%	189
2026 Q1	$377K	Buy	887 +227	+34%	+$105K	0.17%	132
2025 Q4	$262K	Buy	660 +2	+0.3%	+$990	0.11%	195
2025 Q3	$331K	Buy	658 +59	+10%	+$31.6K	0.15%	151
2025 Q2	$337K	Sell	599 -106	-15%	-$52.9K	0.16%	137
2025 Q1	$358K	Buy	705 +145	+26%	+$74.1K	0.19%	119
2024 Q4	$289K	Sell	560 -5	-0.9%	-$2.54K	0.13%	152
2024 Q3	$281K	Buy	+565	New	+$280K	0.15%	141

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Ariadne Wealth Management increased its S&P Global (SPGI) stake by 13% in Q3 2026, buying an estimated $36.4K and bringing the position to 746 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #182.

Ariadne Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $377K in Q1 2026. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Ariadne Wealth Management held 746 shares of S&P Global worth $294K as of Q3 2026.
Ariadne Wealth Management bought 86 S&P Global shares in Q3 2026, an estimated $36.4K.
S&P Global made up 0.13% of Ariadne Wealth Management's portfolio in Q3 2026, its #182 holding.
Ariadne Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's S&P Global position peaked at $377K in Q1 2026.
1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.