NWM
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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
Q2 		$252K Sell
619
-305
-33% -$129K 0.03% 226
2026
Q1 		$393K Buy
+924
New +$429K 0.06% 145

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

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

Northwest Wealth Management reduced its S&P Global (SPGI) stake by 33% in Q2 2026, selling an estimated $129K and leaving 619 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #226.

Northwest Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $393K in Q1 2026. 745 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Northwest Wealth Management held 619 shares of S&P Global worth $252K as of Q2 2026.
  • Northwest Wealth Management sold 305 S&P Global shares in Q2 2026, an estimated $129K.
  • S&P Global made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Northwest Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Northwest Wealth Management's S&P Global position peaked at $393K in Q1 2026.
  • 745 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.