PWG
SPGI icon

Portside Wealth Group’s S&P Global SPGI Stock Holding History

Portside Wealth Group’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 		$274K Sell
674
-125
-16% -$52.8K 0.03% 420
2026
Q1 		$340K Sell
799
-212
-21% -$98.4K 0.05% 343
2025
Q4 		$528K Sell
1,011
-36
-3% -$17.8K 0.07% 246
2025
Q3 		$510K Sell
1,047
-17
-2% -$9.1K 0.07% 249
2025
Q2 		$561K Buy
1,064
+133
+14% +$66.4K 0.08% 225
2025
Q1 		$473K Buy
931
+68
+8% +$34.7K 0.08% 233
2024
Q4 		$430K Buy
863
+10
+1% +$5.07K 0.07% 253
2024
Q3 		$441K Buy
853
+68
+9% +$33.7K 0.08% 242
2024
Q2 		$350K Sell
785
-79
-9% -$33.9K 0.07% 250
2024
Q1 		$368K Buy
864
+52
+6% +$22.5K 0.07% 248
2023
Q4 		$358K Buy
812
+9
+1% +$3.55K 0.07% 241
2023
Q3 		$295K Buy
803
+81
+11% +$31.8K 0.06% 254
2023
Q2 		$289K Buy
+722
New +$264K 0.05% 258

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

Portside Wealth Group's SPGI Position: Q2 2026 in Review

Portside Wealth Group reduced its S&P Global (SPGI) stake by 16% in Q2 2026, selling an estimated $52.8K and leaving 674 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #420.

Portside Wealth Group first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $561K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Portside Wealth Group held 674 shares of S&P Global worth $274K as of Q2 2026.
  • Portside Wealth Group sold 125 S&P Global shares in Q2 2026, an estimated $52.8K.
  • S&P Global made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #420 holding.
  • Portside Wealth Group first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's S&P Global position peaked at $561K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.