Marion Wealth Management
SPGI icon

Marion Wealth Management’s S&P Global SPGI Stock Holding History

Marion Wealth 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
Q3 		– Sell
-623
Closed -$254K – 164
2026
Q2 		$254K Buy
623
+107
+21% +$45.2K 0.05% 140
2026
Q1 		$220K Buy
516
+68
+15% +$31.6K 0.05% 133
2025
Q4 		$239K Buy
+448
New +$222K 0.05% 130

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

Marion Wealth Management's SPGI Position: Q3 2026 in Review

Marion Wealth Management sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 623 shares — an estimated $254K sold.

Marion Wealth Management first reported a position in SPGI in Q4 2025 and held it in 3 quarters. The position peaked at $254K in Q2 2026. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Marion Wealth Management reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
  • Marion Wealth Management sold 623 S&P Global shares in Q3 2026, an estimated $254K.
  • Marion Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 3 quarters.
  • Marion Wealth Management's S&P Global position peaked at $254K in Q2 2026.
  • 501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.