Corient Private Wealth
SPGI icon

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

Corient 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
Q1 		$183M Sell
420,165
-844,809
-67% -$392M 0.26% 74
2025
Q4 		$620M Buy
1,264,974
+712,255
+129% +$352M 0.42% 44
2025
Q3 		$269M Sell
552,719
-74,812
-12% -$40.1M 0.42% 44
2025
Q2 		$331M Sell
627,531
-16,409
-3% -$8.19M 0.44% 39
2025
Q1 		$327M Buy
643,940
+6,967
+1% +$3.56M 0.53% 34
2024
Q4 		$315M Buy
636,973
+60,740
+11% +$30.8M 0.52% 34
2024
Q3 		$298M Sell
576,233
-10,464
-2% -$5.18M 0.46% 39
2024
Q2 		$262M Buy
586,697
+38,935
+7% +$16.7M 0.46% 40
2024
Q1 		$233M Buy
547,762
+79,626
+17% +$34.5M 0.42% 49
2023
Q4 		$206M Buy
468,136
+98,377
+27% +$38.8M 0.38% 55
2023
Q3 		$135M Buy
369,759
+10,616
+3% +$4.17M 0.31% 75
2023
Q2 		$144M Buy
359,143
+3,502
+1% +$1.28M 0.33% 67
2023
Q1 		$123M Buy
355,641
+222,980
+168% +$78.5M 0.33% 74
2022
Q4 		$44.4M Buy
+132,661
New +$43.7M 0.16% 148

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Corient Private Wealth's SPGI Position: Q1 2026 in Review

Corient Private Wealth reduced its S&P Global (SPGI) stake by 67% in Q1 2026, selling an estimated $392M and leaving 420,165 shares worth $183M. The position accounts for 0.26% of the portfolio, ranked #74.

Corient Private Wealth first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $620M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Corient Private Wealth held 420,165 shares of S&P Global worth $183M as of Q1 2026.
  • Corient Private Wealth sold 844,809 S&P Global shares in Q1 2026, an estimated $392M.
  • S&P Global made up 0.26% of Corient Private Wealth's portfolio in Q1 2026, its #74 holding.
  • Corient Private Wealth first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's S&P Global position peaked at $620M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.