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

Cornerstone Wealth Group’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 		$523K Sell
1,284
-10,850
-89% -$4.58M 0.03% 237
2026
Q1 		$5.4M Sell
12,134
-285
-2% -$132K 0.35% 83
2025
Q4 		$6.49M Buy
12,419
+11,842
+2,052% +$5.86M 0.44% 66
2025
Q3 		$281K Hold
577
– – 0.02% 276
2025
Q2 		$304K Buy
577
+43
+8% +$21.5K 0.02% 243
2025
Q1 		$271K Sell
534
-195
-27% -$99.6K 0.02% 237
2024
Q4 		$363K Sell
729
-93
-11% -$47.2K 0.03% 192
2024
Q3 		$425K Buy
822
+20
+2% +$9.9K 0.04% 179
2024
Q2 		$358K Buy
+802
New +$344K 0.03% 184

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

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

Cornerstone Wealth Group reduced its S&P Global (SPGI) stake by 89% in Q2 2026, selling an estimated $4.58M and leaving 1,284 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #237.

Cornerstone Wealth Group first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.49M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cornerstone Wealth Group held 1,284 shares of S&P Global worth $523K as of Q2 2026.
  • Cornerstone Wealth Group sold 10,850 S&P Global shares in Q2 2026, an estimated $4.58M.
  • S&P Global made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #237 holding.
  • Cornerstone Wealth Group first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Group's S&P Global position peaked at $6.49M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.