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

Perigon 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 		$1.9M Sell
4,663
-110
-2% -$46.5K 0.03% 424
2026
Q1 		$2.03M Buy
4,773
+143
+3% +$66.4K 0.04% 376
2025
Q4 		$2.42M Buy
4,630
+615
+15% +$304K 0.04% 335
2025
Q3 		$1.95M Sell
4,015
-192
-5% -$103K 0.04% 359
2025
Q2 		$2.22M Sell
4,207
-110
-3% -$54.9K 0.05% 313
2025
Q1 		$2.19M Sell
4,317
-190
-4% -$97.1K 0.06% 290
2024
Q4 		$2.28M Sell
4,507
-157
-3% -$79.7K 0.06% 289
2024
Q3 		$2.41M Sell
4,664
-102
-2% -$50.5K 0.06% 262
2024
Q2 		$2.13M Buy
4,766
+152
+3% +$65.2K 0.06% 247
2024
Q1 		$1.96M Buy
4,614
+1,575
+52% +$683K 0.06% 249
2023
Q4 		$1.34M Buy
3,039
+245
+9% +$96.7K 0.04% 289
2023
Q3 		$1.02M Sell
2,794
-139
-5% -$54.7K 0.04% 304
2023
Q2 		$1.18M Sell
2,933
-688
-19% -$251K 0.05% 281
2023
Q1 		$1.25M Sell
3,621
-9
-0.2% -$3.17K 0.07% 234
2022
Q4 		$1.22M Buy
3,630
+600
+20% +$198K 0.08% 236
2022
Q3 		$925K Buy
3,030
+385
+15% +$138K 0.08% 215
2022
Q2 		$891K Buy
2,645
+38
+1% +$13.5K 0.07% 221
2022
Q1 		$1.07M Buy
2,607
+380
+17% +$155K 0.08% 220
2021
Q4 		$1.05M Buy
2,227
+183
+9% +$83.7K 0.08% 218
2021
Q3 		$869K Buy
2,044
+28
+1% +$12.1K 0.08% 219
2021
Q2 		$828K Buy
2,016
+11
+0.5% +$4.23K 0.07% 227
2021
Q1 		$708K Buy
2,005
+38
+2% +$12.6K 0.07% 234
2020
Q4 		$647K Buy
1,967
+60
+3% +$20.2K 0.08% 207
2020
Q3 		$688K Buy
1,907
+10
+0.5% +$3.53K 0.1% 170
2020
Q2 		$625K Buy
1,897
+2
+0.1% +$601 0.1% 163
2020
Q1 		$537K Buy
+1,895
New +$520K 0.1% 160

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

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

Perigon Wealth Management reduced its S&P Global (SPGI) stake by 2.3% in Q2 2026, selling an estimated $46.5K and leaving 4,663 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #424.

Perigon Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.42M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Perigon Wealth Management held 4,663 shares of S&P Global worth $1.9M as of Q2 2026.
  • Perigon Wealth Management sold 110 S&P Global shares in Q2 2026, an estimated $46.5K.
  • S&P Global made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Perigon Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's S&P Global position peaked at $2.42M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.