Physician Wealth Advisors’s S&P Global SPGI Stock Holding History

Physician Wealth Advisors’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	$163K	Sell	399 -19	-5%	-$8.02K	0.02%	244
2026 Q1	$178K	Sell	418 -74	-15%	-$34.4K	0.02%	205
2025 Q4	$257K	Buy	492 +34	+7%	+$16.8K	0.04%	159
2025 Q3	$223K	Buy	458 +5	+1%	+$2.68K	0.03%	178
2025 Q2	$239K	Buy	453 +28	+7%	+$14K	0.04%	160
2025 Q1	$216K	Sell	425 -18	-4%	-$9.2K	0.04%	169
2024 Q4	$221K	Sell	443 -33	-7%	-$16.7K	0.04%	166
2024 Q3	$252K	Sell	476 -76	-14%	-$37.6K	0.05%	156
2024 Q2	$270K	Sell	552 -26	-4%	-$11.2K	0.05%	138
2024 Q1	$236K	Buy	+578	New	+$251K	0.05%	147
2022 Q1	–	Sell	-468	Closed	-$209K	–	166
2021 Q4	$209K	Sell	468 -6	-1%	-$2.75K	0.05%	154
2021 Q3	$210K	Sell	474 -4	-0.8%	-$1.73K	0.06%	151
2021 Q2	$200K	Buy	+478	New	+$184K	0.06%	150

Other funds holding SPGI

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) 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Physician Wealth Advisors's SPGI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its S&P Global (SPGI) stake by 4.5% in Q2 2026, selling an estimated $8.02K and leaving 399 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #244.

Physician Wealth Advisors first reported a position in SPGI in Q2 2021 and has held it in 13 quarters since. The position peaked at $270K in Q2 2024. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Physician Wealth Advisors held 399 shares of S&P Global worth $163K as of Q2 2026.
Physician Wealth Advisors sold 19 S&P Global shares in Q2 2026, an estimated $8.02K.
S&P Global made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Physician Wealth Advisors first reported a position in S&P Global in Q2 2021 and has held it in 13 quarters since.
Physician Wealth Advisors's S&P Global position peaked at $270K in Q2 2024.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.