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

Mowery & Schoenfeld 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	$17.5K	Hold	43	–	–	0.02%	201
2026 Q1	$18.3K	Sell	43 -6	-12%	-$2.79K	0.03%	178
2025 Q4	$25.6K	Buy	49 +6	+14%	+$2.97K	0.04%	179
2025 Q3	$20.9K	Sell	43 -5	-10%	-$2.68K	0.04%	173
2025 Q2	$25.3K	Hold	48	–	–	0.04%	160
2025 Q1	$24.4K	Hold	48	–	–	0.05%	187
2024 Q4	$23.9K	Buy	+48	New	+$24.4K	0.05%	165

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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

Mowery & Schoenfeld Wealth Management's SPGI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 43 shares worth $17.5K. The position accounts for 0.02% of the portfolio, ranked #201.

Mowery & Schoenfeld Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.6K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 43 shares of S&P Global worth $17.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #201 holding.
Mowery & Schoenfeld Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's S&P Global position peaked at $25.6K in Q4 2025.
1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.