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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 		$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

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

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

Curated Wealth Partners increased its S&P Global (SPGI) stake by 29% in Q2 2026, buying an estimated $91.6K and bringing the position to 961 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #138.

Curated Wealth Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Curated Wealth Partners held 961 shares of S&P Global worth $391K as of Q2 2026.
  • Curated Wealth Partners bought 217 S&P Global shares in Q2 2026, an estimated $91.6K.
  • S&P Global made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Curated Wealth Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 2,019 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.