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Flywheel Private Wealth’s S&P Global SPGI Stock Holding History

Flywheel Private Wealth’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 		$454K Buy
1,115
+75
+7% +$31.7K 0.22% 52
2026
Q1 		$442K Buy
1,040
+600
+136% +$279K 0.25% 52
2025
Q4 		$230K Hold
440
– – 0.14% 77
2025
Q3 		$214K Hold
440
– – 0.17% 79
2025
Q2 		$232K Hold
440
– – 0.19% 73
2025
Q1 		$224K Hold
440
– – 0.2% 76
2024
Q4 		$219K Buy
+440
New +$223K 0.2% 78

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Flywheel Private Wealth's SPGI Position: Q2 2026 in Review

Flywheel Private Wealth increased its S&P Global (SPGI) stake by 7.2% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,115 shares worth $454K. The position accounts for 0.22% of the portfolio, ranked #52.

Flywheel Private Wealth first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Flywheel Private Wealth held 1,115 shares of S&P Global worth $454K as of Q2 2026.
  • Flywheel Private Wealth bought 75 S&P Global shares in Q2 2026, an estimated $31.7K.
  • S&P Global made up 0.22% of Flywheel Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Flywheel Private Wealth first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.