GKWIM
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Gerber Kawasaki Wealth & Investment Management’s S&P Global SPGI Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$234K Buy
575
+15
+3% +$6.33K 0.01% 335
2026
Q1 		$238K Sell
560
-17
-3% -$7.89K 0.01% 313
2025
Q4 		$302K Buy
577
+3
+0.5% +$1.48K 0.01% 282
2025
Q3 		$280K Buy
574
+40
+7% +$21.4K 0.01% 279
2025
Q2 		$282K Buy
534
+33
+7% +$16.5K 0.01% 267
2025
Q1 		$255K Buy
501
+9
+2% +$4.6K 0.01% 268
2024
Q4 		$245K Buy
492
+34
+7% +$17.3K 0.01% 249
2024
Q3 		$237K Hold
458
– – 0.01% 257
2024
Q2 		$204K Buy
+458
New +$196K 0.01% 268
2024
Q1 		– Sell
-458
Closed -$202K – 295
2023
Q4 		$202K Buy
+458
New +$181K 0.01% 250
2023
Q3 		– Sell
-626
Closed -$251K – 271
2023
Q2 		$251K Buy
626
+10
+2% +$3.65K 0.02% 221
2023
Q1 		$212K Hold
616
– – 0.02% 231
2022
Q4 		$206K Buy
+616
New +$203K 0.02% 233
2022
Q3 		– Sell
-610
Closed -$205K – 258
2022
Q2 		$205K Hold
610
– – 0.02% 227
2022
Q1 		$250K Hold
610
– – 0.02% 228
2021
Q4 		$287K Buy
610
+608
+30,400% +$278K 0.02% 214
2021
Q3 		$2K Sell
2
-609
-100% -$264K ﹤0.01% 934
2021
Q2 		$250K Buy
611
+1
+0.2% +$384 0.03% 213
2021
Q1 		$215K Sell
610
-121
-17% -$40.3K 0.03% 198
2020
Q4 		$240K Buy
+731
New +$247K 0.03% 154

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SPGI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its S&P Global (SPGI) stake by 2.7% in Q2 2026, buying an estimated $6.33K and bringing the position to 575 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #335.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPGI in Q4 2020 and has held it in 20 quarters since. The position peaked at $302K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 575 shares of S&P Global worth $234K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 15 S&P Global shares in Q2 2026, an estimated $6.33K.
  • S&P Global made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #335 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in S&P Global in Q4 2020 and has held it in 20 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's S&P Global position peaked at $302K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.