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Baldwin Wealth Partners’s S&P Global SPGI Stock Holding History

Baldwin Wealth Partners’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 		$7.46M Buy
18,328
+521
+3% +$220K 0.49% 49
2026
Q1 		$7.57M Sell
17,807
-2,246
-11% -$1.04M 0.55% 43
2025
Q4 		$10.5M Buy
20,053
+455
+2% +$225K 0.67% 37
2025
Q3 		$9.54M Sell
19,598
-340
-2% -$182K 0.62% 44
2025
Q2 		$10.5M Sell
19,938
-292
-1% -$146K 0.71% 43
2025
Q1 		$10.3M Buy
20,230
+345
+2% +$176K 0.72% 42
2024
Q4 		$9.9M Buy
19,885
+1,312
+7% +$666K 0.68% 44
2024
Q3 		$9.6M Buy
18,573
+922
+5% +$456K 0.65% 45
2024
Q2 		$7.87M Sell
17,651
-1,259
-7% -$540K 0.61% 47
2024
Q1 		$8.05M Sell
18,910
-47
-0.2% -$20.4K 0.61% 49
2023
Q4 		$8.35M Buy
18,957
+15,377
+430% +$6.07M 0.66% 49
2023
Q3 		$1.31M Hold
3,580
– – 0.11% 98
2023
Q2 		$1.44M Hold
3,580
– – 0.12% 100
2023
Q1 		$1.23M Hold
3,580
– – 0.11% 103
2022
Q4 		$1.2M Buy
3,580
+75
+2% +$24.7K 0.11% 106
2022
Q3 		$1.07M Sell
3,505
-50
-1% -$17.9K 0.15% 66
2022
Q2 		$1.2M Hold
3,555
– – 0.16% 66
2022
Q1 		$1.46M Buy
3,555
+1,000
+39% +$407K 0.15% 66
2021
Q4 		$1.21M Hold
2,555
– – 0.12% 71
2021
Q3 		$1.09M Sell
2,555
-5
-0.2% -$2.17K 0.12% 70
2021
Q2 		$1.05M Sell
2,560
-35
-1% -$13.5K 0.11% 72
2021
Q1 		$915K Hold
2,595
– – 0.11% 73
2020
Q4 		$853K Sell
2,595
-95
-4% -$32K 0.11% 77
2020
Q3 		$970K Hold
2,690
– – 0.13% 76
2020
Q2 		$887K Hold
2,690
– – 0.13% 76
2020
Q1 		$659K Sell
2,690
-1,265
-32% -$347K 0.12% 84
2019
Q4 		$1.08M Hold
3,955
– – 0.15% 78
2019
Q3 		$969K Sell
3,955
-250
-6% -$62.5K 0.15% 80
2019
Q2 		$958K Sell
4,205
-50
-1% -$10.9K 0.14% 85
2019
Q1 		$896K Sell
4,255
-26,551
-86% -$5.14M 0.13% 89
2018
Q4 		$5.24M Sell
30,806
-4,198
-12% -$752K 0.88% 39
2018
Q3 		$6.84M Buy
35,004
+328
+0.9% +$67.7K 0.96% 36
2018
Q2 		$7.07M Sell
34,676
-525
-1% -$104K 1.1% 31
2018
Q1 		$6.73M Buy
35,201
+1,241
+4% +$229K 1.09% 34
2017
Q4 		$5.75M Buy
33,960
+27
+0.1% +$4.41K 0.9% 37
2017
Q3 		$5.3M Sell
33,933
-555
-2% -$84.4K 0.85% 41
2017
Q2 		$5.04M Sell
34,488
-268
-0.8% -$37.2K 0.81% 42
2017
Q1 		$4.54M Sell
34,756
-1,107
-3% -$138K 0.75% 42
2016
Q4 		$3.86M Sell
35,863
-1,950
-5% -$233K 0.7% 40
2016
Q3 		$4.79M Buy
+37,813
New +$4.54M 0.87% 38

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

Baldwin Wealth Partners's SPGI Position: Q2 2026 in Review

Baldwin Wealth Partners increased its S&P Global (SPGI) stake by 2.9% in Q2 2026, buying an estimated $220K and bringing the position to 18,328 shares worth $7.46M. The position accounts for 0.49% of the portfolio, ranked #49.

Baldwin Wealth Partners first reported a position in SPGI in Q3 2016 and has held it in 40 quarters since. The position peaked at $10.5M in Q2 2025. 784 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Baldwin Wealth Partners held 18,328 shares of S&P Global worth $7.46M as of Q2 2026.
  • Baldwin Wealth Partners bought 521 S&P Global shares in Q2 2026, an estimated $220K.
  • S&P Global made up 0.49% of Baldwin Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Baldwin Wealth Partners first reported a position in S&P Global in Q3 2016 and has held it in 40 quarters since.
  • Baldwin Wealth Partners's S&P Global position peaked at $10.5M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.