AWM
SPGI icon

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

Athena 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 		– Sell
-524
Closed -$223K – 125
2026
Q1 		$223K Buy
524
+95
+22% +$44.1K 0.18% 99
2025
Q4 		$224K Buy
+429
New +$212K 0.22% 94

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Athena Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 524 shares — an estimated $223K sold.

Athena Wealth Management first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Athena Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 524 S&P Global shares in Q2 2026, an estimated $223K.
  • Athena Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's S&P Global position peaked at $224K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.