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Impact Partnership Wealth’s S&P Global SPGI Stock Holding History

Impact Partnership 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 		$617K Sell
1,516
-15
-1% -$6.33K 0.06% 220
2026
Q1 		$651K Buy
1,531
+21
+1% +$9.75K 0.08% 163
2025
Q4 		$789K Buy
+1,510
New +$747K 0.1% 135
2024
Q2 		– Sell
-22
Closed -$9.36K – 615
2024
Q1 		$9.36K Sell
22
-200
-90% -$86.7K ﹤0.01% 455
2023
Q4 		$97.8K Buy
222
+196
+754% +$77.3K 0.04% 253
2023
Q3 		$9.5K Buy
+26
New +$10.2K ﹤0.01% 599

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

Impact Partnership Wealth's SPGI Position: Q2 2026 in Review

Impact Partnership Wealth reduced its S&P Global (SPGI) stake by 0.98% in Q2 2026, selling an estimated $6.33K and leaving 1,516 shares worth $617K. The position accounts for 0.06% of the portfolio, ranked #220.

Impact Partnership Wealth first reported a position in SPGI in Q3 2023 and has held it in 6 quarters since. The position peaked at $789K in Q4 2025. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Impact Partnership Wealth held 1,516 shares of S&P Global worth $617K as of Q2 2026.
  • Impact Partnership Wealth sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
  • S&P Global made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #220 holding.
  • Impact Partnership Wealth first reported a position in S&P Global in Q3 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's S&P Global position peaked at $789K in Q4 2025.
  • 2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.