EWM
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Empirical Wealth Management’s S&P Global SPGI Stock Holding History

Empirical Wealth Management’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 		$1.47M Sell
3,612
-66
-2% -$27.9K 0.02% 326
2026
Q1 		$1.56M Sell
3,678
-1,584
-30% -$735K 0.03% 281
2025
Q4 		$2.75M Buy
5,262
+107
+2% +$52.9K 0.05% 213
2025
Q3 		$2.51M Buy
5,155
+397
+8% +$213K 0.05% 217
2025
Q2 		$2.51M Buy
4,758
+473
+11% +$236K 0.06% 206
2025
Q1 		$2.18M Buy
4,285
+1,015
+31% +$519K 0.06% 203
2024
Q4 		$1.63M Buy
3,270
+135
+4% +$68.5K 0.04% 220
2024
Q3 		$1.62M Sell
3,135
-136
-4% -$67.3K 0.05% 211
2024
Q2 		$1.46M Buy
3,271
+321
+11% +$138K 0.04% 219
2024
Q1 		$1.26M Buy
2,950
+997
+51% +$432K 0.04% 232
2023
Q4 		$860K Buy
1,953
+60
+3% +$23.7K 0.03% 256
2023
Q3 		$692K Sell
1,893
-46
-2% -$18.1K 0.03% 263
2023
Q2 		$777K Buy
1,939
+123
+7% +$44.9K 0.03% 252
2023
Q1 		$626K Buy
1,816
+12
+0.7% +$4.22K 0.03% 292
2022
Q4 		$604K Sell
1,804
-61
-3% -$20.1K 0.03% 280
2022
Q3 		$569K Sell
1,865
-24
-1% -$8.59K 0.03% 277
2022
Q2 		$637K Buy
1,889
+1,153
+157% +$411K 0.03% 263
2022
Q1 		$302K Buy
736
+81
+12% +$33K 0.02% 403
2021
Q4 		$309K Sell
655
-2
-0.3% -$915 0.02% 416
2021
Q3 		$279K Sell
657
-47
-7% -$20.4K 0.02% 390
2021
Q2 		$289K Buy
704
+35
+5% +$13.5K 0.02% 377
2021
Q1 		$236K Hold
669
– – 0.02% 350
2020
Q4 		$220K Buy
669
+14
+2% +$4.72K 0.02% 328
2020
Q3 		$236K Hold
655
– – 0.02% 308
2020
Q2 		$216K Buy
+655
New +$197K 0.02% 308

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

Empirical Wealth Management's SPGI Position: Q2 2026 in Review

Empirical Wealth Management reduced its S&P Global (SPGI) stake by 1.8% in Q2 2026, selling an estimated $27.9K and leaving 3,612 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #326.

Empirical Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q4 2025. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Empirical Wealth Management held 3,612 shares of S&P Global worth $1.47M as of Q2 2026.
  • Empirical Wealth Management sold 66 S&P Global shares in Q2 2026, an estimated $27.9K.
  • S&P Global made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Empirical Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Empirical Wealth Management's S&P Global position peaked at $2.75M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.