Highline Wealth Partners
SPGI icon

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
Q3 		$285K Buy
723
+81
+13% +$34.3K 0.05% 96
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Highline Wealth Partners's SPGI Position: Q3 2026 in Review

Highline Wealth Partners increased its S&P Global (SPGI) stake by 13% in Q3 2026, buying an estimated $34.3K and bringing the position to 723 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #96.

Highline Wealth Partners first reported a position in SPGI in Q3 2022 and has held it in 17 quarters since. 462 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Highline Wealth Partners held 723 shares of S&P Global worth $285K as of Q3 2026.
  • Highline Wealth Partners bought 81 S&P Global shares in Q3 2026, an estimated $34.3K.
  • S&P Global made up 0.05% of Highline Wealth Partners's portfolio in Q3 2026, its #96 holding.
  • Highline Wealth Partners first reported a position in S&P Global in Q3 2022 and has held it in 17 quarters since.
  • 462 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.