CAMG
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CWA Asset Management Group’s S&P Global SPGI Stock Holding History

CWA Asset Management Group’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 		$578K Sell
1,419
-192
-12% -$81.1K 0.02% 479
2026
Q1 		$685K Sell
1,611
-523
-25% -$243K 0.02% 432
2025
Q4 		$1.12M Sell
2,134
-311
-13% -$154K 0.04% 340
2025
Q3 		$1.19M Sell
2,445
-28
-1% -$15K 0.04% 326
2025
Q2 		$1.3M Sell
2,473
-15
-0.6% -$7.49K 0.06% 285
2025
Q1 		$1.26M Buy
2,488
+473
+23% +$242K 0.06% 253
2024
Q4 		$1M Sell
2,015
-173
-8% -$87.8K 0.05% 254
2024
Q3 		$1.13M Buy
+2,188
New +$1.08M 0.06% 226
2024
Q1 		$909K Sell
2,137
-229
-10% -$99.3K 0.06% 239
2023
Q4 		$1.04M Buy
2,366
+1,203
+103% +$475K 0.07% 165
2023
Q3 		$425K Buy
1,163
+279
+32% +$110K 0.03% 241
2023
Q2 		$354K Sell
884
-19
-2% -$6.94K 0.02% 257
2023
Q1 		$311K Buy
+903
New +$318K 0.02% 256
2022
Q2 		– Sell
-524
Closed -$215K – 326
2022
Q1 		$215K Buy
+524
New +$213K 0.02% 281
2021
Q2 		– Sell
-649
Closed -$229K – 293
2021
Q1 		$229K Buy
+649
New +$216K 0.02% 242

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

CWA Asset Management Group's SPGI Position: Q2 2026 in Review

CWA Asset Management Group reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $81.1K and leaving 1,419 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #479.

CWA Asset Management Group first reported a position in SPGI in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.3M in Q2 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • CWA Asset Management Group held 1,419 shares of S&P Global worth $578K as of Q2 2026.
  • CWA Asset Management Group sold 192 S&P Global shares in Q2 2026, an estimated $81.1K.
  • S&P Global made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #479 holding.
  • CWA Asset Management Group first reported a position in S&P Global in Q1 2021 and has held it in 15 quarters since.
  • CWA Asset Management Group's S&P Global position peaked at $1.3M in Q2 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.