Cornerstone Wealth Advisors’s S&P Global SPGI Stock Holding History

Cornerstone Wealth Advisors’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	$377K	Hold	955	–	–	0.08%	40
2026 Q2	$389K	Hold	955	–	–	0.08%	38
2026 Q1	$406K	Hold	955	–	–	0.09%	35
2025 Q4	$499K	Hold	955	–	–	0.12%	33
2025 Q3	$465K	Hold	955	–	–	0.11%	34
2025 Q2	$504K	Sell	955 -4	-0.4%	-$2K	0.13%	32
2025 Q1	$487K	Buy	959 +4	+0.4%	+$2.04K	0.14%	30
2024 Q4	$476K	Hold	955	–	–	0.13%	32
2024 Q3	$493K	Hold	955	–	–	0.14%	32
2024 Q2	$426K	Hold	955	–	–	0.13%	33
2024 Q1	$406K	Hold	955	–	–	0.13%	33
2023 Q4	$421K	Hold	955	–	–	0.14%	32
2023 Q3	$349K	Hold	955	–	–	0.12%	34
2023 Q2	$383K	Hold	955	–	–	0.13%	33
2023 Q1	$329K	Hold	955	–	–	0.12%	34
2022 Q4	$320K	Hold	955	–	–	0.12%	34
2022 Q3	$292K	Sell	955 -20	-2%	-$7.16K	0.12%	34
2022 Q2	$329K	Hold	975	–	–	0.13%	35
2022 Q1	$400K	Hold	975	–	–	0.14%	32
2021 Q4	$460K	Hold	975	–	–	0.15%	31
2021 Q3	$414K	Buy	975 +20	+2%	+$8.67K	0.14%	31
2021 Q2	$394K	Buy	+955	New	+$367K	0.14%	31

Other funds holding SPGI

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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Cornerstone Wealth Advisors's SPGI Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its S&P Global (SPGI) position steady in Q3 2026 at 955 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #40.

Cornerstone Wealth Advisors first reported a position in SPGI in Q2 2021 and has held it in 22 quarters since. The position peaked at $504K in Q2 2025. 699 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Cornerstone Wealth Advisors held 955 shares of S&P Global worth $377K as of Q3 2026.
Cornerstone Wealth Advisors left its S&P Global share count unchanged in Q3 2026.
S&P Global made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Cornerstone Wealth Advisors first reported a position in S&P Global in Q2 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's S&P Global position peaked at $504K in Q2 2025.
699 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.