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

ORG 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
Q2 		$10.2K Sell
25
-378
-94% -$160K ﹤0.01% 531
2026
Q1 		$171K Sell
403
-67
-14% -$31.1K 0.03% 246
2025
Q4 		$246K Sell
470
-615
-57% -$304K 0.06% 180
2025
Q3 		$528K Sell
1,085
-24
-2% -$12.9K 0.11% 121
2025
Q2 		$587K Sell
1,109
-184
-14% -$91.8K 0.14% 100
2025
Q1 		$661K Buy
1,293
+276
+27% +$141K 0.2% 89
2024
Q4 		$507K Buy
1,017
+570
+128% +$289K 0.16% 64
2024
Q3 		$231K Buy
+447
New +$221K 0.08% 119

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ORG Wealth Partners's SPGI Position: Q2 2026 in Review

ORG Wealth Partners reduced its S&P Global (SPGI) stake by 94% in Q2 2026, selling an estimated $160K and leaving 25 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

ORG Wealth Partners first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $661K in Q1 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • ORG Wealth Partners held 25 shares of S&P Global worth $10.2K as of Q2 2026.
  • ORG Wealth Partners sold 378 S&P Global shares in Q2 2026, an estimated $160K.
  • S&P Global made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #531 holding.
  • ORG Wealth Partners first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's S&P Global position peaked at $661K in Q1 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.