Premier Path Wealth Partners’s S&P Global SPGI Stock Holding History

Premier Path Wealth Partners’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	$945K	Sell	2,322 -30	-1%	-$12.7K	0.11%	178
2026 Q1	$1M	Buy	2,352 +199	+9%	+$92.4K	0.13%	158
2025 Q4	$1.13M	Sell	2,153 -188	-8%	-$93K	0.15%	139
2025 Q3	$1.14M	Buy	2,341 +124	+6%	+$66.4K	0.15%	162
2025 Q2	$1.17M	Buy	2,217 +268	+14%	+$134K	0.16%	153
2025 Q1	$990K	Buy	1,949 +99	+5%	+$50.6K	0.15%	161
2024 Q4	$921K	Buy	1,850 +4	+0.2%	+$2.03K	0.14%	165
2024 Q3	$954K	Buy	1,846 +10	+0.5%	+$4.95K	0.15%	159
2024 Q2	$819K	Buy	1,836 +211	+13%	+$90.5K	0.14%	163
2024 Q1	$691K	Sell	1,625 -38	-2%	-$16.5K	0.13%	166
2023 Q4	$733K	Buy	+1,663	New	+$656K	0.16%	145

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Premier Path Wealth Partners's SPGI Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its S&P Global (SPGI) stake by 1.3% in Q2 2026, selling an estimated $12.7K and leaving 2,322 shares worth $945K. The position accounts for 0.11% of the portfolio, ranked #178.

Premier Path Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Premier Path Wealth Partners held 2,322 shares of S&P Global worth $945K as of Q2 2026.
Premier Path Wealth Partners sold 30 S&P Global shares in Q2 2026, an estimated $12.7K.
S&P Global made up 0.11% of Premier Path Wealth Partners's portfolio in Q2 2026, its #178 holding.
Premier Path Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's S&P Global position peaked at $1.17M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.