EWP
SPGI icon

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

Elevation 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 		$52.9K Buy
130
+31
+31% +$13.1K 0.02% 290
2026
Q1 		$42.1K Sell
99
-8
-7% -$3.71K 0.02% 268
2025
Q4 		$55.9K Sell
107
-40
-27% -$19.8K 0.02% 226
2025
Q3 		$71.5K Buy
147
+17
+13% +$9.1K 0.03% 204
2025
Q2 		$68.5K Hold
130
– – 0.03% 205
2025
Q1 		$66.1K Hold
130
– – 0.03% 203
2024
Q4 		$64.7K Sell
130
-20
-13% -$10.1K 0.03% 204
2024
Q3 		$77.5K Hold
150
– – 0.03% 186
2024
Q2 		$66.9K Hold
150
– – 0.03% 190
2024
Q1 		$63.8K Hold
150
– – 0.03% 197
2023
Q4 		$54.8K Buy
+150
New +$59.2K 0.03% 198
2023
Q2 		– Sell
-108
Closed -$37.2K – 372
2023
Q1 		$37.2K Buy
+108
New +$38K 0.03% 185

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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

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

Elevation Wealth Partners increased its S&P Global (SPGI) stake by 31% in Q2 2026, buying an estimated $13.1K and bringing the position to 130 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #290.

Elevation Wealth Partners first reported a position in SPGI in Q1 2023 and has held it in 12 quarters since. The position peaked at $77.5K in Q3 2024. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Elevation Wealth Partners held 130 shares of S&P Global worth $52.9K as of Q2 2026.
  • Elevation Wealth Partners bought 31 S&P Global shares in Q2 2026, an estimated $13.1K.
  • S&P Global made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Elevation Wealth Partners first reported a position in S&P Global in Q1 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's S&P Global position peaked at $77.5K in Q3 2024.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.