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

Cornerstone Wealth Management’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 		$252K Sell
618
-48
-7% -$20.3K 0.01% 657
2026
Q1 		$283K Buy
666
+35
+6% +$16.2K 0.01% 591
2025
Q4 		$330K Sell
631
-129
-17% -$63.8K 0.02% 517
2025
Q3 		$370K Sell
760
-11
-1% -$5.89K 0.02% 487
2025
Q2 		$406K Buy
771
+17
+2% +$8.48K 0.02% 434
2025
Q1 		$383K Sell
754
-151
-17% -$77.2K 0.03% 428
2024
Q4 		$450K Sell
905
-18
-2% -$9.13K 0.03% 377
2024
Q3 		$477K Buy
923
+53
+6% +$26.2K 0.03% 362
2024
Q2 		$388K Sell
870
-30
-3% -$12.9K 0.03% 383
2024
Q1 		$383K Buy
900
+9
+1% +$3.9K 0.03% 385
2023
Q4 		$393K Sell
891
-47
-5% -$18.5K 0.03% 369
2023
Q3 		$343K Buy
938
+39
+4% +$15.3K 0.03% 393
2023
Q2 		$361K Buy
899
+17
+2% +$6.21K 0.03% 364
2023
Q1 		$304K Buy
+882
New +$310K 0.03% 371
2018
Q4 		– Sell
-605,482
Closed -$3.8M – 1030
2018
Q3 		$3.8M Buy
605,482
+580,687
+2,342% +$120M 0.05% 355
2018
Q2 		$121K Buy
24,795
+22,042
+801% +$4.35M ﹤0.01% 1396
2018
Q1 		$516K Sell
2,753
-961
-26% -$177K 0.1% 210
2017
Q4 		$660K Sell
3,714
-90
-2% -$14.7K 0.12% 164
2017
Q3 		$606K Buy
3,804
+73
+2% +$11.1K 0.13% 165
2017
Q2 		$554K Buy
+3,731
New +$518K 0.12% 162
2016
Q4 		– Sell
-2,669
Closed -$332K – 302
2016
Q3 		$332K Buy
+2,669
New +$321K 0.12% 163

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its S&P Global (SPGI) stake by 7.2% in Q2 2026, selling an estimated $20.3K and leaving 618 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #657.

Cornerstone Wealth Management first reported a position in SPGI in Q3 2016 and has held it in 21 quarters since. The position peaked at $3.8M in Q3 2018. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cornerstone Wealth Management held 618 shares of S&P Global worth $252K as of Q2 2026.
  • Cornerstone Wealth Management sold 48 S&P Global shares in Q2 2026, an estimated $20.3K.
  • S&P Global made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Cornerstone Wealth Management first reported a position in S&P Global in Q3 2016 and has held it in 21 quarters since.
  • Cornerstone Wealth Management's S&P Global position peaked at $3.8M in Q3 2018.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.