Physician Wealth Advisors
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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
Q3 		$166K Buy
421
+22
+6% +$9.31K 0.02% 243
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% -$2.74K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Physician Wealth Advisors's SPGI Position: Q3 2026 in Review

Physician Wealth Advisors increased its S&P Global (SPGI) stake by 5.5% in Q3 2026, buying an estimated $9.31K and bringing the position to 421 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #243.

Physician Wealth Advisors first reported a position in SPGI in Q2 2021 and has held it in 14 quarters since. The position peaked at $270K in Q2 2024. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Physician Wealth Advisors held 421 shares of S&P Global worth $166K as of Q3 2026.
  • Physician Wealth Advisors bought 22 S&P Global shares in Q3 2026, an estimated $9.31K.
  • S&P Global made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #243 holding.
  • Physician Wealth Advisors first reported a position in S&P Global in Q2 2021 and has held it in 14 quarters since.
  • Physician Wealth Advisors's S&P Global position peaked at $270K in Q2 2024.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.