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

Modera 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 Q2	$321K	Sell	788 -21	-3%	-$8.87K	﹤0.01%	533
2026 Q1	$344K	Sell	809 -85	-10%	-$39.5K	﹤0.01%	510
2025 Q4	$467K	Sell	894 -72	-7%	-$35.6K	0.01%	465
2025 Q3	$470K	Buy	966 +6	+0.6%	+$3.21K	0.01%	468
2025 Q2	$506K	Sell	960 -23	-2%	-$11.5K	0.01%	445
2025 Q1	$500K	Sell	983 -169	-15%	-$86.4K	0.01%	437
2024 Q4	$574K	Buy	1,152 +187	+19%	+$94.9K	0.01%	410
2024 Q3	$499K	Buy	965 +5	+0.5%	+$2.47K	0.01%	414
2024 Q2	$428K	Buy	960 +22	+2%	+$9.44K	0.01%	416
2024 Q1	$399K	Hold	938	–	–	0.01%	425
2023 Q4	$413K	Buy	938 +28	+3%	+$11.1K	0.01%	402
2023 Q3	$333K	Sell	910 -57	-6%	-$22.4K	0.01%	429
2023 Q2	$388K	Buy	+967	New	+$353K	0.01%	423
2022 Q1	–	Sell	-1,993	Closed	-$941K	–	558
2021 Q4	$941K	Buy	+1,993	New	+$912K	0.04%	182

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Modera Wealth Management's SPGI Position: Q2 2026 in Review

Modera Wealth Management reduced its S&P Global (SPGI) stake by 2.6% in Q2 2026, selling an estimated $8.87K and leaving 788 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Modera Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 14 quarters since. The position peaked at $941K in Q4 2021. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Modera Wealth Management held 788 shares of S&P Global worth $321K as of Q2 2026.
Modera Wealth Management sold 21 S&P Global shares in Q2 2026, an estimated $8.87K.
S&P Global made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #533 holding.
Modera Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 14 quarters since.
Modera Wealth Management's S&P Global position peaked at $941K in Q4 2021.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.