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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
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

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

Peterson Wealth Services's SPGI Position: Q2 2026 in Review

Peterson Wealth Services increased its S&P Global (SPGI) stake by 0.33% in Q2 2026, buying an estimated $1.27K and bringing the position to 915 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #104.

Peterson Wealth Services first reported a position in SPGI in Q1 2022 and has held it in 12 quarters since. The position peaked at $397K in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Peterson Wealth Services held 915 shares of S&P Global worth $373K as of Q2 2026.
  • Peterson Wealth Services bought 3 S&P Global shares in Q2 2026, an estimated $1.27K.
  • S&P Global made up 0.08% of Peterson Wealth Services's portfolio in Q2 2026, its #104 holding.
  • Peterson Wealth Services first reported a position in S&P Global in Q1 2022 and has held it in 12 quarters since.
  • Peterson Wealth Services's S&P Global position peaked at $397K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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