CPW
SPGI icon

Cove Private Wealth’s S&P Global SPGI Stock Holding History

Cove Private Wealth’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 		$635K Buy
1,648
+935
+131% +$395K 0.12% 128
2026
Q1 		$303K Buy
+713
New +$331K 0.07% 153

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Cove Private Wealth's SPGI Position: Q2 2026 in Review

Cove Private Wealth increased its S&P Global (SPGI) stake by 131% in Q2 2026, buying an estimated $395K and bringing the position to 1,648 shares worth $635K. The position accounts for 0.12% of the portfolio, ranked #128.

Cove Private Wealth first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cove Private Wealth held 1,648 shares of S&P Global worth $635K as of Q2 2026.
  • Cove Private Wealth bought 935 S&P Global shares in Q2 2026, an estimated $395K.
  • S&P Global made up 0.12% of Cove Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Cove Private Wealth first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.