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

Barlow 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
Q3 		$23.6M Buy
59,528
+57,452
+2,767% +$24.3M 2.43% 21
2026
Q2 		$894K Sell
2,076
-9
-0.4% -$3.8K 0.1% 66
2026
Q1 		$923K Buy
2,085
+4
+0.2% +$1.86K 0.1% 60
2025
Q4 		$1.13M Sell
2,081
-215
-9% -$106K 0.12% 52
2025
Q3 		$1.1M Buy
2,296
+12
+0.5% +$6.43K 0.12% 54
2025
Q2 		$1.2M Sell
2,284
-143
-6% -$71.4K 0.14% 51
2025
Q1 		$1.16M Hold
2,427
– – 0.15% 51
2024
Q4 		$1.21M Sell
2,427
-1,076
-31% -$546K 0.15% 56
2024
Q3 		$1.77M Hold
3,503
– – 0.23% 52
2024
Q2 		$1.69M Sell
3,503
-34,352
-91% -$14.7M 0.23% 53
2024
Q1 		$15.8M Buy
37,855
+508
+1% +$220K 2.15% 13
2023
Q4 		$16.5M Buy
+37,347
New +$14.7M 2.34% 15

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barlow Wealth Partners's SPGI Position: Q3 2026 in Review

Barlow Wealth Partners increased its S&P Global (SPGI) stake by 2,767% in Q3 2026, buying an estimated $24.3M and bringing the position to 59,528 shares worth $23.6M. The position accounts for 2.43% of the portfolio, ranked #21.

Barlow Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Barlow Wealth Partners held 59,528 shares of S&P Global worth $23.6M as of Q3 2026.
  • Barlow Wealth Partners bought 57,452 S&P Global shares in Q3 2026, an estimated $24.3M.
  • S&P Global made up 2.43% of Barlow Wealth Partners's portfolio in Q3 2026, its #21 holding.
  • Barlow Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • 743 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.