HWP
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Highline Wealth Partners’s S&P Global SPGI Stock Holding History

Highline Wealth 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 		$262K Buy
642
+481
+299% +$203K 0.05% 97
2026
Q1 		$68.5K Buy
161
+106
+193% +$49.2K 0.02% 142
2025
Q4 		$28.8K Buy
55
+12
+28% +$5.94K 0.01% 197
2025
Q3 		$21K Buy
43
+12
+39% +$6.43K 0.01% 269
2025
Q2 		$16.4K Buy
31
+6
+24% +$2.99K ﹤0.01% 256
2025
Q1 		$12.7K Buy
25
+12
+92% +$6.13K ﹤0.01% 268
2024
Q4 		$6.49K Sell
13
-1
-7% -$507 ﹤0.01% 298
2024
Q3 		$7.24K Buy
14
+5
+56% +$2.47K ﹤0.01% 295
2024
Q2 		$4.01K Buy
9
+1
+13% +$429 ﹤0.01% 311
2024
Q1 		$3.4K Hold
8
– – ﹤0.01% 294
2023
Q4 		$3.52K Hold
8
– – ﹤0.01% 266
2023
Q3 		$2.92K Hold
8
– – ﹤0.01% 257
2023
Q2 		$3.21K Hold
8
– – ﹤0.01% 204
2023
Q1 		$2.76K Hold
8
– – ﹤0.01% 213
2022
Q4 		$2.68K Hold
8
– – ﹤0.01% 204
2022
Q3 		$2.44K Buy
+8
New +$2.86K ﹤0.01% 201

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Highline Wealth Partners's SPGI Position: Q2 2026 in Review

Highline Wealth Partners increased its S&P Global (SPGI) stake by 299% in Q2 2026, buying an estimated $203K and bringing the position to 642 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #97.

Highline Wealth Partners first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Highline Wealth Partners held 642 shares of S&P Global worth $262K as of Q2 2026.
  • Highline Wealth Partners bought 481 S&P Global shares in Q2 2026, an estimated $203K.
  • S&P Global made up 0.05% of Highline Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Highline Wealth Partners first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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