Obermeyer Wealth Partners’s S&P Global SPGI Stock Holding History

Obermeyer Wealth Partners’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 Q1	$636K	Sell	1,495 -9	-0.6%	-$4.18K	0.03%	148
2025 Q4	$786K	Hold	1,504	–	–	0.04%	133
2025 Q3	$732K	Sell	1,504 -2,262	-60%	-$1.21M	0.03%	137
2025 Q2	$1.99M	Buy	3,766 +61	+2%	+$30.4K	0.1%	77
2025 Q1	$1.88M	Buy	3,705 +40	+1%	+$20.4K	0.1%	75
2024 Q4	$1.83M	Buy	3,665 +2,202	+151%	+$1.12M	0.1%	73
2024 Q3	$756K	Hold	1,463	–	–	0.04%	122
2024 Q2	$652K	Buy	1,463 +461	+46%	+$198K	0.04%	124
2024 Q1	$426K	Buy	1,002 +14	+1%	+$6.07K	0.03%	154
2023 Q4	$435K	Buy	988 +97	+11%	+$38.3K	0.03%	127
2023 Q3	$326K	Hold	891	–	–	0.02%	149
2023 Q2	$357K	Hold	891	–	–	0.03%	146
2023 Q1	$307K	Sell	891 -49	-5%	-$17.2K	0.02%	156
2022 Q4	$315K	Sell	940 -33	-3%	-$10.9K	0.02%	156
2022 Q3	$297K	Buy	973 +39	+4%	+$14K	0.02%	150
2022 Q2	$315K	Hold	934	–	–	0.02%	141
2022 Q1	$383K	Buy	+934	New	+$380K	0.02%	140

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Obermeyer Wealth Partners's SPGI Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its S&P Global (SPGI) stake by 0.6% in Q1 2026, selling an estimated $4.18K and leaving 1,495 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #148.

Obermeyer Wealth Partners first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Obermeyer Wealth Partners held 1,495 shares of S&P Global worth $636K as of Q1 2026.
Obermeyer Wealth Partners sold 9 S&P Global shares in Q1 2026, an estimated $4.18K.
S&P Global made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #148 holding.
Obermeyer Wealth Partners first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
Obermeyer Wealth Partners's S&P Global position peaked at $1.99M in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.