Atlantic Edge Private Wealth Management’s S&P Global SPGI Stock Holding History

Atlantic Edge Private 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	$24K	Buy	59 +41	+228%	+$17.3K	﹤0.01%	319
2026 Q1	$7.66K	Hold	18	–	–	﹤0.01%	423
2025 Q4	$9.41K	Hold	18	–	–	﹤0.01%	384
2025 Q3	$8.76K	Hold	18	–	–	﹤0.01%	382
2025 Q2	$9.49K	Hold	18	–	–	﹤0.01%	365
2025 Q1	$9.15K	Buy	18 +8	+80%	+$4.09K	﹤0.01%	353
2024 Q4	$4.98K	Sell	10 -22	-69%	-$11.2K	﹤0.01%	389
2024 Q3	$16.5K	Buy	+32	New	+$15.8K	0.01%	293

Other funds holding SPGI

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's SPGI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its S&P Global (SPGI) stake by 228% in Q2 2026, buying an estimated $17.3K and bringing the position to 59 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Atlantic Edge Private Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. 876 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Atlantic Edge Private Wealth Management held 59 shares of S&P Global worth $24K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 41 S&P Global shares in Q2 2026, an estimated $17.3K.
S&P Global made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #319 holding.
Atlantic Edge Private Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
876 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.