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

Partners Wealth Management’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	$222K	Hold	545	–	–	0.22%	93
2026 Q1	$232K	Buy	545 +19	+4%	+$8.82K	0.24%	95
2025 Q4	$275K	Hold	526	–	–	0.29%	85
2025 Q3	$256K	Sell	526 -1	-0.2%	-$535	0.25%	101
2025 Q2	$269K	Hold	527	–	–	0.31%	89
2025 Q1	$268K	Sell	527 -1	-0.2%	-$511	0.3%	89
2024 Q4	$263K	Buy	+528	New	+$268K	0.3%	89

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Partners Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 545 shares worth $222K. The position accounts for 0.22% of the portfolio, ranked #93.

Partners Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 489 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Partners Wealth Management held 545 shares of S&P Global worth $222K as of Q2 2026.
Partners Wealth Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.22% of Partners Wealth Management's portfolio in Q2 2026, its #93 holding.
Partners Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's S&P Global position peaked at $275K in Q4 2025.
489 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.