Nova R Wealth’s S&P Global SPGI Stock Holding History

Nova R Wealth’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	$623K	Buy	1,530 +12	+0.8%	+$5.07K	0.18%	53
2026 Q1	$646K	Buy	1,518 +10	+0.7%	+$4.64K	0.21%	54
2025 Q4	$788K	Hold	1,508	–	–	0.29%	50
2025 Q3	$734K	Buy	1,508 +16	+1%	+$8.57K	0.31%	43
2025 Q2	$787K	Hold	1,492	–	–	0.37%	44
2025 Q1	$758K	Hold	1,492	–	–	0.38%	43
2024 Q4	$743K	Hold	1,492	–	–	0.37%	42
2024 Q3	$771K	Hold	1,492	–	–	0.38%	41
2024 Q2	$665K	Hold	1,492	–	–	0.34%	44
2024 Q1	$635K	Hold	1,492	–	–	0.33%	47
2023 Q4	$657K	Hold	1,492	–	–	0.41%	41
2023 Q3	$545K	Hold	1,492	–	–	0.38%	41
2023 Q2	$598K	Hold	1,492	–	–	0.4%	40
2023 Q1	$514K	Hold	1,492	–	–	0.35%	43
2022 Q4	$500K	Hold	1,492	–	–	0.37%	44
2022 Q3	$455K	Hold	1,492	–	–	0.37%	43
2022 Q2	$503K	Hold	1,492	–	–	0.41%	41
2022 Q1	$612K	Hold	1,492	–	–	0.52%	34
2021 Q4	$704K	Buy	+1,492	New	+$683K	0.57%	35

Other funds holding SPGI

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Nova R Wealth's SPGI Position: Q2 2026 in Review

Nova R Wealth increased its S&P Global (SPGI) stake by 0.79% in Q2 2026, buying an estimated $5.07K and bringing the position to 1,530 shares worth $623K. The position accounts for 0.18% of the portfolio, ranked #53.

Nova R Wealth first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $788K in Q4 2025. 377 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Nova R Wealth held 1,530 shares of S&P Global worth $623K as of Q2 2026.
Nova R Wealth bought 12 S&P Global shares in Q2 2026, an estimated $5.07K.
S&P Global made up 0.18% of Nova R Wealth's portfolio in Q2 2026, its #53 holding.
Nova R Wealth first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
Nova R Wealth's S&P Global position peaked at $788K in Q4 2025.
377 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.