Edgestream Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $216K | Sell |
531
-13,538
| -96% | -$5.72M | 0.01% | 913 |
|
|
2026
Q1 | $5.98M | Buy |
14,069
+12,372
| +729% | +$5.74M | 0.2% | 176 |
|
|
2025
Q4 | $887K | Sell |
1,697
-715
| -30% | -$354K | 0.03% | 718 |
|
|
2025
Q3 | $1.17M | Buy |
2,412
+352
| +17% | +$188K | 0.03% | 609 |
|
|
2025
Q2 | $1.09M | Buy |
2,060
+524
| +34% | +$262K | 0.03% | 630 |
|
|
2025
Q1 | $780K | Sell |
1,536
-193
| -11% | -$98.6K | 0.03% | 639 |
|
|
2024
Q4 | $861K | Buy |
1,729
+1,177
| +213% | +$597K | 0.04% | 596 |
|
|
2024
Q3 | $285K | Sell |
552
-1,244
| -69% | -$616K | 0.01% | 776 |
|
|
2024
Q2 | $801K | Buy |
1,796
+563
| +46% | +$242K | 0.04% | 574 |
|
|
2024
Q1 | $525K | Sell |
1,233
-348
| -22% | -$151K | 0.03% | 623 |
|
|
2023
Q4 | $696K | Sell |
1,581
-2,441
| -61% | -$963K | 0.05% | 532 |
|
|
2023
Q3 | $1.47M | Buy |
4,022
+3,172
| +373% | +$1.25M | 0.12% | 276 |
|
|
2023
Q2 | $341K | Sell |
850
-1,058
| -55% | -$387K | 0.03% | 608 |
|
|
2023
Q1 | $658K | Buy |
+1,908
| New | +$671K | 0.07% | 358 |
|
|
2022
Q4 | – | Sell |
-1,691
| Closed | -$516K | – | 628 |
|
|
2022
Q3 | $516K | Buy |
+1,691
| New | +$605K | 0.04% | 339 |
|
|
2022
Q1 | – | Sell |
-1,584
| Closed | -$748K | – | 625 |
|
|
2021
Q4 | $748K | Buy |
+1,584
| New | +$725K | 0.05% | 351 |
|
|
2021
Q3 | – | Sell |
-2,092
| Closed | -$859K | – | 568 |
|
|
2021
Q2 | $859K | Buy |
+2,092
| New | +$804K | 0.05% | 307 |
|
|
2021
Q1 | – | Sell |
-60,436
| Closed | -$19.9M | – | 442 |
|
|
2020
Q4 | $19.9M | Buy |
60,436
+24,996
| +71% | +$8.43M | 1% | 16 |
|
|
2020
Q3 | $12.8M | Sell |
35,440
-267
| -0.7% | -$94.2K | 0.83% | 36 |
|
|
2020
Q2 | $11.8M | Buy |
35,707
+16,387
| +85% | +$4.93M | 0.62% | 48 |
|
|
2020
Q1 | $4.73M | Buy |
19,320
+2,395
| +14% | +$657K | 0.44% | 74 |
|
|
2019
Q4 | $4.62M | Buy |
+16,925
| New | +$4.4M | 0.24% | 129 |
|
|
2019
Q2 | – | Sell |
-3,438
| Closed | -$724K | – | 282 |
|
|
2019
Q1 | $724K | Sell |
3,438
-22,359
| -87% | -$4.33M | 0.11% | 152 |
|
|
2018
Q4 | $4.38M | Sell |
25,797
-10,356
| -29% | -$1.86M | 0.77% | 45 |
|
|
2018
Q3 | $7.06M | Buy |
36,153
+31,959
| +762% | +$6.6M | 1.2% | 16 |
|
|
2018
Q2 | $855K | Buy |
4,194
+2,226
| +113% | +$440K | 0.17% | 158 |
|
|
2018
Q1 | $376K | Sell |
1,968
-206
| -9% | -$38K | 0.07% | 206 |
|
|
2017
Q4 | $368K | Sell |
2,174
-964
| -31% | -$157K | 0.44% | 58 |
|
|
2017
Q3 | $491K | Buy |
+3,138
| New | +$477K | 0.26% | 72 |
|
|
2016
Q4 | – | Sell |
-1,636
| Closed | -$207K | – | 132 |
|
|
2016
Q3 | $207K | Buy |
+1,636
| New | +$197K | 0.11% | 125 |
|
Other funds holding SPGI
Edgestream Partners's SPGI Position: Q2 2026 in Review
Edgestream Partners reduced its S&P Global (SPGI) stake by 96% in Q2 2026, selling an estimated $5.72M and leaving 531 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #913.
Edgestream Partners first reported a position in SPGI in Q3 2016 and has held it in 30 quarters since. The position peaked at $19.9M in Q4 2020. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Edgestream Partners held 531 shares of S&P Global worth $216K as of Q2 2026.
- Edgestream Partners sold 13,538 S&P Global shares in Q2 2026, an estimated $5.72M.
- S&P Global made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #913 holding.
- Edgestream Partners first reported a position in S&P Global in Q3 2016 and has held it in 30 quarters since.
- Edgestream Partners's S&P Global position peaked at $19.9M in Q4 2020.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.