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 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 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

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

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

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

Barlow Wealth Partners reduced its S&P Global (SPGI) stake by 0.43% in Q2 2026, selling an estimated $3.8K and leaving 2,076 shares worth $894K. The position accounts for 0.1% of the portfolio, ranked #66.

Barlow Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5M in Q4 2023. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Barlow Wealth Partners held 2,076 shares of S&P Global worth $894K as of Q2 2026.
Barlow Wealth Partners sold 9 S&P Global shares in Q2 2026, an estimated $3.8K.
S&P Global made up 0.1% of Barlow Wealth Partners's portfolio in Q2 2026, its #66 holding.
Barlow Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's S&P Global position peaked at $16.5M in Q4 2023.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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