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Essential Investment Partners’s S&P Global SPGI Stock Holding History

Essential Investment 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 		$30.1K Hold
74
– – 0.02% 172
2026
Q1 		$31.5K Hold
74
– – 0.03% 166
2025
Q4 		$38.7K Buy
+74
New +$36.6K 0.04% 144

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Essential Investment Partners's SPGI Position: Q2 2026 in Review

Essential Investment Partners held its S&P Global (SPGI) position steady in Q2 2026 at 74 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #172.

Essential Investment Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.7K in Q4 2025. 449 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Essential Investment Partners held 74 shares of S&P Global worth $30.1K as of Q2 2026.
  • Essential Investment Partners left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #172 holding.
  • Essential Investment Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's S&P Global position peaked at $38.7K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.