CWM
SPGI icon

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
Q3 		$244K Buy
619
+1
+0.2% +$423 0.01% 665
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
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Cornerstone Wealth Management increased its S&P Global (SPGI) stake by 0.16% in Q3 2026, buying an estimated $423 and bringing the position to 619 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #665.

Cornerstone Wealth Management first reported a position in SPGI in Q3 2016 and has held it in 20 quarters since. The position peaked at $660K in Q4 2017. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Cornerstone Wealth Management held 619 shares of S&P Global worth $244K as of Q3 2026.
  • Cornerstone Wealth Management bought 1 S&P Global share in Q3 2026, an estimated $423.
  • S&P Global made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #665 holding.
  • Cornerstone Wealth Management first reported a position in S&P Global in Q3 2016 and has held it in 20 quarters since.
  • Cornerstone Wealth Management's S&P Global position peaked at $660K in Q4 2017.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.