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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
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 $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

Opal Wealth Advisors's SPGI Position: Q2 2026 in Review

Opal Wealth Advisors reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $89.5K and leaving 1,295 shares worth $527K. The position accounts for 0.11% of the portfolio, ranked #93.

Opal Wealth Advisors first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $909K in Q1 2025. 822 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Opal Wealth Advisors held 1,295 shares of S&P Global worth $527K as of Q2 2026.
  • Opal Wealth Advisors sold 212 S&P Global shares in Q2 2026, an estimated $89.5K.
  • S&P Global made up 0.11% of Opal Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Opal Wealth Advisors first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Opal Wealth Advisors's S&P Global position peaked at $909K in Q1 2025.
  • 822 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.