Peterson Wealth Services’s S&P Global SPGI Stock Holding History

Peterson Wealth Services’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	$358K	Sell	907 -8	-0.9%	-$3.38K	0.08%	109
2026 Q2	$373K	Buy	915 +3	+0.3%	+$1.27K	0.08%	104
2026 Q1	$388K	Buy	912 +152	+20%	+$70.6K	0.1%	100
2025 Q4	$397K	Sell	760 -1,418	-65%	-$702K	0.1%	98
2025 Q3	$370K	Buy	2,178 +1,437	+194%	+$769K	0.09%	104
2025 Q2	$391K	Buy	741 +2	+0.3%	+$998	0.11%	102
2025 Q1	$376K	Buy	739 +3	+0.4%	+$1.53K	0.12%	102
2024 Q4	$367K	Buy	736 +67	+10%	+$34K	0.11%	98
2024 Q3	$346K	Buy	669 +73	+12%	+$36.1K	0.11%	103
2024 Q2	$266K	Buy	596 +8	+1%	+$3.43K	0.09%	108
2024 Q1	$250K	Buy	588 +11	+2%	+$4.77K	0.09%	108
2023 Q4	$254K	Buy	+577	New	+$228K	0.11%	83
2022 Q2	–	Sell	-586	Closed	-$240K	–	90
2022 Q1	$240K	Buy	+586	New	+$239K	0.15%	82

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Peterson Wealth Services's SPGI Position: Q3 2026 in Review

Peterson Wealth Services reduced its S&P Global (SPGI) stake by 0.87% in Q3 2026, selling an estimated $3.38K and leaving 907 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #109.

Peterson Wealth Services first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $397K in Q4 2025. 1,068 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Peterson Wealth Services held 907 shares of S&P Global worth $358K as of Q3 2026.
Peterson Wealth Services sold 8 S&P Global shares in Q3 2026, an estimated $3.38K.
S&P Global made up 0.08% of Peterson Wealth Services's portfolio in Q3 2026, its #109 holding.
Peterson Wealth Services first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
Peterson Wealth Services's S&P Global position peaked at $397K in Q4 2025.
1,068 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.