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

Essential 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 		$280K Buy
687
+14
+2% +$5.91K 0.13% 175
2026
Q1 		$286K Sell
673
-242
-26% -$112K 0.1% 230
2025
Q4 		$478K Buy
915
+10
+1% +$4.95K 0.15% 191
2025
Q3 		$440K Sell
905
-43
-5% -$23K 0.15% 191
2025
Q2 		$500K Buy
+948
New +$473K 0.2% 156

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essential Partners's SPGI Position: Q2 2026 in Review

Essential Partners increased its S&P Global (SPGI) stake by 2.1% in Q2 2026, buying an estimated $5.91K and bringing the position to 687 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #175.

Essential Partners first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $500K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Essential Partners held 687 shares of S&P Global worth $280K as of Q2 2026.
  • Essential Partners bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
  • S&P Global made up 0.13% of Essential Partners's portfolio in Q2 2026, its #175 holding.
  • Essential Partners first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's S&P Global position peaked at $500K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.