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

Compass 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 Q3	$1.34M	Sell	3,402 -235	-6%	-$99.4K	0.26%	82
2026 Q2	$1.48M	Buy	+3,637	New	+$1.54M	0.28%	81
2025 Q4	–	Sell	-550	Closed	-$268K	–	137
2025 Q3	$268K	Hold	550	–	–	0.06%	136
2025 Q2	$290K	Sell	550 -103	-16%	-$51.4K	0.07%	135
2025 Q1	$332K	Hold	653	–	–	0.08%	125
2024 Q4	$325K	Hold	653	–	–	0.08%	130
2024 Q3	$337K	Hold	653	–	–	0.08%	134
2024 Q2	$291K	Hold	653	–	–	0.07%	137
2024 Q1	$278K	Hold	653	–	–	0.07%	141
2023 Q4	$288K	Hold	653	–	–	0.08%	135
2023 Q3	$239K	Hold	653	–	–	0.07%	145
2023 Q2	$262K	Hold	653	–	–	0.08%	140
2023 Q1	$225K	Hold	653	–	–	0.07%	151
2022 Q4	$219K	Buy	+653	New	+$215K	0.07%	147

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Compass Wealth Management's SPGI Position: Q3 2026 in Review

Compass Wealth Management reduced its S&P Global (SPGI) stake by 6.5% in Q3 2026, selling an estimated $99.4K and leaving 3,402 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #82.

Compass Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2026. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Compass Wealth Management held 3,402 shares of S&P Global worth $1.34M as of Q3 2026.
Compass Wealth Management sold 235 S&P Global shares in Q3 2026, an estimated $99.4K.
S&P Global made up 0.26% of Compass Wealth Management's portfolio in Q3 2026, its #82 holding.
Compass Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's S&P Global position peaked at $1.48M in Q2 2026.
501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.