Opal Wealth Advisors
SPGI icon

Opal Wealth Advisors’s S&P Global SPGI Stock Holding History

Opal Wealth Advisors’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 		– Sell
-1,295
Closed -$527K – 247
2026
Q2 		$527K Sell
1,295
-212
-14% -$89.5K 0.11% 93
2026
Q1 		$641K Sell
1,507
-62
-4% -$28.8K 0.14% 80
2025
Q4 		$820K Buy
1,569
+14
+0.9% +$6.93K 0.21% 62
2025
Q3 		$757K Buy
1,555
+36
+2% +$19.3K 0.21% 61
2025
Q2 		$801K Sell
1,519
-271
-15% -$135K 0.22% 49
2025
Q1 		$909K Buy
1,790
+9
+0.5% +$4.6K 0.28% 40
2024
Q4 		$887K Buy
1,781
+30
+2% +$15.2K 0.27% 52
2024
Q3 		$905K Hold
1,751
– – 0.28% 49
2024
Q2 		$781K Buy
1,751
+46
+3% +$19.7K 0.25% 51
2024
Q1 		$725K Buy
1,705
+12
+0.7% +$5.2K 0.25% 56
2023
Q4 		$746K Buy
1,693
+10
+0.6% +$3.95K 0.29% 56
2023
Q3 		$615K Sell
1,683
-65
-4% -$25.6K 0.36% 46
2023
Q2 		$701K Buy
1,748
+94
+6% +$34.3K 0.35% 37
2023
Q1 		$570K Buy
+1,654
New +$582K 0.33% 33

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Opal Wealth Advisors's SPGI Position: Q3 2026 in Review

Opal Wealth Advisors sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 1,295 shares — an estimated $527K sold.

Opal Wealth Advisors first reported a position in SPGI in Q1 2023 and held it in 14 quarters. The position peaked at $909K in Q1 2025. 871 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Opal Wealth Advisors reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,295 S&P Global shares in Q3 2026, an estimated $527K.
  • Opal Wealth Advisors first reported a position in S&P Global in Q1 2023 and held it in 14 quarters.
  • Opal Wealth Advisors's S&P Global position peaked at $909K in Q1 2025.
  • 871 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.