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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
Q2 		$5.74M Buy
3,509,288
+3,508,544
+471,578% +$1.48B 0.74% 20
2026
Q1 		$316K Buy
744
+203
+38% +$94.2K 0.04% 150
2025
Q4 		$283K Buy
+541
New +$268K 0.03% 164

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

Curated Wealth Partners's SPGI Position: Q2 2026 in Review

Curated Wealth Partners increased its S&P Global (SPGI) stake by 471,578% in Q2 2026, buying an estimated $1.48B and bringing the position to 3,509,288 shares worth $5.74M. The position accounts for 0.74% of the portfolio, ranked #20.

Curated Wealth Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Curated Wealth Partners held 3,509,288 shares of S&P Global worth $5.74M as of Q2 2026.
  • Curated Wealth Partners bought 3,508,544 S&P Global shares in Q2 2026, an estimated $1.48B.
  • S&P Global made up 0.74% of Curated Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Curated Wealth Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.