Curated Wealth Partners
SPGI icon

Curated Wealth Partners’s S&P Global SPGI Stock Holding History

Curated Wealth Partners’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 		$907K Buy
2,300
+1,339
+139% +$567K 0.07% 150
2026
Q2 		$391K Buy
961
+217
+29% +$91.6K 0.05% 138
2026
Q1 		$316K Buy
744
+203
+38% +$94.2K 0.04% 150
2025
Q4 		$283K Buy
+541
New +$268K 0.03% 164

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Temasek Holdings
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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
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Curated Wealth Partners's SPGI Position: Q3 2026 in Review

Curated Wealth Partners increased its S&P Global (SPGI) stake by 139% in Q3 2026, buying an estimated $567K and bringing the position to 2,300 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #150.

Curated Wealth Partners first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. 934 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Curated Wealth Partners held 2,300 shares of S&P Global worth $907K as of Q3 2026.
  • Curated Wealth Partners bought 1,339 S&P Global shares in Q3 2026, an estimated $567K.
  • S&P Global made up 0.07% of Curated Wealth Partners's portfolio in Q3 2026, its #150 holding.
  • Curated Wealth Partners first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • 934 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.