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

Cordatus 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	$1.79M	Buy	4,391 +18	+0.4%	+$7.6K	0.39%	65
2026 Q1	$1.86M	Sell	4,373 -65	-1%	-$30.2K	0.44%	60
2025 Q4	$2.32M	Sell	4,438 -47	-1%	-$23.3K	0.54%	57
2025 Q3	$2.18M	Sell	4,485 -56	-1%	-$30K	0.51%	59
2025 Q2	$2.39M	Sell	4,541 -9	-0.2%	-$4.49K	0.59%	51
2025 Q1	$2.31M	Sell	4,550 -74	-2%	-$37.8K	0.63%	51
2024 Q4	$2.3M	Buy	4,624 +48	+1%	+$24.4K	0.61%	52
2024 Q3	$2.36M	Sell	4,576 -107	-2%	-$53K	0.85%	38
2024 Q2	$2.09M	Sell	4,683 -160	-3%	-$68.6K	0.78%	40
2024 Q1	$2.06M	Buy	+4,843	New	+$2.1M	1.49%	23
2021 Q1	$463K	Buy	+1,312	New	+$437K	0.18%	131

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

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

Cordatus Wealth Management increased its S&P Global (SPGI) stake by 0.41% in Q2 2026, buying an estimated $7.6K and bringing the position to 4,391 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #65.

Cordatus Wealth Management first reported a position in SPGI in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cordatus Wealth Management held 4,391 shares of S&P Global worth $1.79M as of Q2 2026.
Cordatus Wealth Management bought 18 S&P Global shares in Q2 2026, an estimated $7.6K.
S&P Global made up 0.39% of Cordatus Wealth Management's portfolio in Q2 2026, its #65 holding.
Cordatus Wealth Management first reported a position in S&P Global in Q1 2021 and has held it in 11 quarters since.
Cordatus Wealth Management's S&P Global position peaked at $2.39M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.