Chemistry Wealth Management’s S&P Global SPGI Stock Holding History

Chemistry Wealth Management’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	$2.11M	Buy	5,176 +283	+6%	+$120K	0.34%	49
2026 Q1	$2.08M	Hold	4,893	–	–	0.37%	43
2025 Q4	$2.56M	Sell	4,893 -2	-0%	-$990	0.48%	34
2025 Q3	$2.38M	Buy	4,895 +21	+0.4%	+$11.2K	0.46%	36
2025 Q2	$2.57M	Buy	4,874 +108	+2%	+$53.9K	0.55%	31
2025 Q1	$2.42M	Hold	4,766	–	–	0.56%	30
2024 Q4	$2.37M	Buy	4,766 +186	+4%	+$94.4K	0.56%	30
2024 Q3	$2.37M	Buy	4,580 +37	+0.8%	+$18.3K	0.56%	32
2024 Q2	$2.03M	Buy	4,543 +23	+0.5%	+$9.87K	0.52%	36
2024 Q1	$1.92M	Hold	4,520	–	–	0.52%	37
2023 Q4	$1.99M	Buy	4,520 +31	+0.7%	+$12.2K	0.6%	30
2023 Q3	$1.64M	Sell	4,489 -530	-11%	-$208K	0.54%	31
2023 Q2	$2.01M	Buy	5,019 +17	+0.3%	+$6.21K	0.65%	28
2023 Q1	$1.72M	Buy	5,002 +142	+3%	+$50K	0.6%	34
2022 Q4	$1.63M	Sell	4,860 -149	-3%	-$49.1K	0.63%	33
2022 Q3	$1.53M	Buy	5,009 +19	+0.4%	+$6.8K	0.6%	32
2022 Q2	$1.68M	Buy	4,990 +131	+3%	+$46.7K	0.64%	31
2022 Q1	$1.99M	Buy	+4,859	New	+$1.98M	0.68%	33

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 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

Chemistry Wealth Management's SPGI Position: Q2 2026 in Review

Chemistry Wealth Management increased its S&P Global (SPGI) stake by 5.8% in Q2 2026, buying an estimated $120K and bringing the position to 5,176 shares worth $2.11M. The position accounts for 0.34% of the portfolio, ranked #49.

Chemistry Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.57M in Q2 2025. 876 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Chemistry Wealth Management held 5,176 shares of S&P Global worth $2.11M as of Q2 2026.
Chemistry Wealth Management bought 283 S&P Global shares in Q2 2026, an estimated $120K.
S&P Global made up 0.34% of Chemistry Wealth Management's portfolio in Q2 2026, its #49 holding.
Chemistry Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's S&P Global position peaked at $2.57M in Q2 2025.
876 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.