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

Cedar Cove 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	–	Sell	-783	Closed	-$333K	–	101
2026 Q1	$333K	Sell	783 -23	-3%	-$10.7K	0.17%	71
2025 Q4	$421K	Buy	+806	New	+$399K	0.22%	60

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cedar Cove Wealth Partners's SPGI Position: Q2 2026 in Review

Cedar Cove Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 783 shares — an estimated $333K sold.

Cedar Cove Wealth Partners first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $421K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cedar Cove Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Cedar Cove Wealth Partners sold 783 S&P Global shares in Q2 2026, an estimated $333K.
Cedar Cove Wealth Partners first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
Cedar Cove Wealth Partners's S&P Global position peaked at $421K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.