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

Crestmont 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 		– Sell
-2,137
Closed -$909K – 117
2026
Q1 		$909K Buy
2,137
+299
+16% +$139K 0.29% 27
2025
Q4 		$961K Sell
1,838
-59
-3% -$29.2K 0.31% 22
2025
Q3 		$923K Buy
1,897
+215
+13% +$115K 0.31% 22
2025
Q2 		$887K Buy
1,682
+36
+2% +$18K 0.32% 19
2025
Q1 		$836K Buy
1,646
+185
+13% +$94.5K 0.36% 14
2024
Q4 		$728K Sell
1,461
-98
-6% -$49.7K 0.33% 20
2024
Q3 		$805K Buy
1,559
+81
+5% +$40.1K 0.35% 14
2024
Q2 		$659K Buy
1,478
+225
+18% +$96.5K 0.32% 20
2024
Q1 		$533K Buy
1,253
+267
+27% +$116K 0.26% 20
2023
Q4 		$434K Sell
986
-31
-3% -$12.2K 0.22% 16
2023
Q3 		$372K Sell
1,017
-291
-22% -$114K 0.23% 19
2023
Q2 		$524K Buy
1,308
+130
+11% +$47.5K 0.31% 15
2023
Q1 		$406K Buy
1,178
+170
+17% +$59.8K 0.27% 16
2022
Q4 		$338K Buy
+1,008
New +$332K 0.23% 21

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

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

Crestmont Private Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 2,137 shares — an estimated $909K sold.

Crestmont Private Wealth first reported a position in SPGI in Q4 2022 and held it in 14 quarters. The position peaked at $961K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Crestmont Private Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 2,137 S&P Global shares in Q2 2026, an estimated $909K.
  • Crestmont Private Wealth first reported a position in S&P Global in Q4 2022 and held it in 14 quarters.
  • Crestmont Private Wealth's S&P Global position peaked at $961K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.