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

Innova 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 		$343K Buy
842
+150
+22% +$63.3K 0.14% 128
2026
Q1 		$294K Buy
692
+84
+14% +$39K 0.14% 119
2025
Q4 		$318K Buy
608
+59
+11% +$29.2K 0.16% 96
2025
Q3 		$267K Buy
549
+80
+17% +$42.8K 0.14% 98
2025
Q2 		$247K Buy
469
+60
+15% +$29.9K 0.15% 86
2025
Q1 		$208K Buy
+409
New +$209K 0.13% 96

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

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

Innova Wealth Partners increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $63.3K and bringing the position to 842 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #128.

Innova Wealth Partners first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Innova Wealth Partners held 842 shares of S&P Global worth $343K as of Q2 2026.
  • Innova Wealth Partners bought 150 S&P Global shares in Q2 2026, an estimated $63.3K.
  • S&P Global made up 0.14% of Innova Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Innova Wealth Partners first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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