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Beverly Hills Private Wealth’s S&P Global SPGI Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,985
Closed -$844K – 350
2026
Q1 		$844K Sell
1,985
-141
-7% -$65.5K 0.14% 140
2025
Q4 		$1.11M Sell
2,126
-49
-2% -$24.2K 0.19% 119
2025
Q3 		$1.06M Sell
2,175
-103
-5% -$55.2K 0.19% 120
2025
Q2 		$1.2M Sell
2,278
-117
-5% -$58.4K 0.23% 114
2025
Q1 		$1.22M Sell
2,395
-79
-3% -$40.4K 0.24% 110
2024
Q4 		$1.23M Sell
2,474
-81
-3% -$41.1K 0.25% 102
2024
Q3 		$1.32M Sell
2,555
-587
-19% -$291K 0.27% 102
2024
Q2 		$1.4M Sell
3,142
-202
-6% -$86.7K 0.3% 88
2024
Q1 		$1.42M Sell
3,344
-217
-6% -$94.1K 0.33% 82
2023
Q4 		$1.57M Sell
3,561
-104
-3% -$41K 0.41% 75
2023
Q3 		$1.34M Sell
3,665
-3,653
-50% -$1.44M 0.4% 72
2023
Q2 		$2.83M Buy
+7,318
New +$2.67M 0.47% 63

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beverly Hills Private Wealth's SPGI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,985 shares — an estimated $844K sold.

Beverly Hills Private Wealth first reported a position in SPGI in Q2 2023 and held it in 12 quarters. The position peaked at $2.83M in Q2 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,985 S&P Global shares in Q2 2026, an estimated $844K.
  • Beverly Hills Private Wealth first reported a position in S&P Global in Q2 2023 and held it in 12 quarters.
  • Beverly Hills Private Wealth's S&P Global position peaked at $2.83M in Q2 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.