Atwood & Palmer’s S&P Global SPGI Stock Holding History

Atwood & Palmer’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	$79.2K	Buy	195 +1	+0.5%	+$422	﹤0.01%	215
2026 Q1	$82.6K	Hold	194	–	–	﹤0.01%	209
2025 Q4	$101K	Buy	194 +1	+0.5%	+$495	0.01%	187
2025 Q3	$94.1K	Hold	193	–	–	0.01%	197
2025 Q2	$102K	Hold	193	–	–	0.01%	187
2025 Q1	$98.1K	Hold	193	–	–	0.01%	185
2024 Q4	$96.1K	Sell	193 -2	-1%	-$1.01K	0.01%	180
2024 Q3	$101K	Buy	195 +186	+2,067%	+$92K	0.01%	184
2024 Q2	$4.01K	Hold	9	–	–	﹤0.01%	375
2024 Q1	$3.83K	Hold	9	–	–	﹤0.01%	343
2023 Q4	$3.96K	Buy	9 +2	+29%	+$789	﹤0.01%	347
2023 Q3	$2.56K	Hold	7	–	–	﹤0.01%	355
2023 Q2	$2.81K	Buy	+7	New	+$2.56K	﹤0.01%	358

Other funds holding SPGI

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Atwood & Palmer's SPGI Position: Q2 2026 in Review

Atwood & Palmer increased its S&P Global (SPGI) stake by 0.52% in Q2 2026, buying an estimated $422 and bringing the position to 195 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Atwood & Palmer first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $102K in Q2 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Atwood & Palmer held 195 shares of S&P Global worth $79.2K as of Q2 2026.
Atwood & Palmer bought 1 S&P Global share in Q2 2026, an estimated $422.
S&P Global made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #215 holding.
Atwood & Palmer first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
Atwood & Palmer's S&P Global position peaked at $102K in Q2 2025.
549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.