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 Q3	$583K	Sell	1,479 -7	-0.5%	-$2.96K	0.02%	167
2026 Q2	$605K	Sell	1,486 -9	-0.6%	-$3.8K	0.02%	161
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Obermeyer Wealth Partners's SPGI Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its S&P Global (SPGI) stake by 0.47% in Q3 2026, selling an estimated $2.96K and leaving 1,479 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #167.

Obermeyer Wealth Partners first reported a position in SPGI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.99M in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Obermeyer Wealth Partners held 1,479 shares of S&P Global worth $583K as of Q3 2026.
Obermeyer Wealth Partners sold 7 S&P Global shares in Q3 2026, an estimated $2.96K.
S&P Global made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #167 holding.
Obermeyer Wealth Partners first reported a position in S&P Global in Q1 2022 and has held it in 19 quarters since.
Obermeyer Wealth Partners's S&P Global position peaked at $1.99M in Q2 2025.
1,250 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.