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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cornerstone Wealth Advisors's SPGI Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 955 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #38.

Cornerstone Wealth Advisors first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $504K in Q2 2025. 401 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cornerstone Wealth Advisors held 955 shares of S&P Global worth $389K as of Q2 2026.
Cornerstone Wealth Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Cornerstone Wealth Advisors first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
Cornerstone Wealth Advisors's S&P Global position peaked at $504K in Q2 2025.
401 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.