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
Q3 		$48.1K Sell
122
-8
-6% -$3.38K 0.01% 403
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Elevation Wealth Partners's SPGI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its S&P Global (SPGI) stake by 6.2% in Q3 2026, selling an estimated $3.38K and leaving 122 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #403.

Elevation Wealth Partners first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.5K in Q3 2024. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Elevation Wealth Partners held 122 shares of S&P Global worth $48.1K as of Q3 2026.
  • Elevation Wealth Partners sold 8 S&P Global shares in Q3 2026, an estimated $3.38K.
  • S&P Global made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #403 holding.
  • Elevation Wealth Partners first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
  • Elevation Wealth Partners's S&P Global position peaked at $77.5K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.