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
Q2 		$136M Sell
333,778
-86,387
-21% -$36.5M 0.19% 103
2026
Q1 		$183M Sell
420,165
-214,548
-34% -$99.6M 0.26% 74
2025
Q4 		$332M Buy
634,713
+81,994
+15% +$40.6M 0.45% 38
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corient Private Wealth's SPGI Position: Q2 2026 in Review

Corient Private Wealth reduced its S&P Global (SPGI) stake by 21% in Q2 2026, selling an estimated $36.5M and leaving 333,778 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #103.

Corient Private Wealth first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $332M in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Corient Private Wealth held 333,778 shares of S&P Global worth $136M as of Q2 2026.
  • Corient Private Wealth sold 86,387 S&P Global shares in Q2 2026, an estimated $36.5M.
  • S&P Global made up 0.19% of Corient Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Corient Private Wealth first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's S&P Global position peaked at $332M in Q4 2025.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.