Northwest Wealth Management
SPGI icon

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

Northwest 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 		$226K Sell
574
-45
-7% -$19K 0.03% 258
2026
Q2 		$252K Sell
619
-305
-33% -$129K 0.03% 226
2026
Q1 		$393K Buy
+924
New +$429K 0.06% 145

Other funds holding SPGI

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Northwest Wealth Management reduced its S&P Global (SPGI) stake by 7.3% in Q3 2026, selling an estimated $19K and leaving 574 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #258.

Northwest Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $393K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Northwest Wealth Management held 574 shares of S&P Global worth $226K as of Q3 2026.
  • Northwest Wealth Management sold 45 S&P Global shares in Q3 2026, an estimated $19K.
  • S&P Global made up 0.03% of Northwest Wealth Management's portfolio in Q3 2026, its #258 holding.
  • Northwest Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • Northwest Wealth Management's S&P Global position peaked at $393K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.