Premier Path Wealth Partners
SPGI icon

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
Q3 		$898K Sell
2,277
-45
-2% -$19K 0.1% 186
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Premier Path Wealth Partners's SPGI Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its S&P Global (SPGI) stake by 1.9% in Q3 2026, selling an estimated $19K and leaving 2,277 shares worth $898K. The position accounts for 0.1% of the portfolio, ranked #186.

Premier Path Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2025. 412 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Premier Path Wealth Partners held 2,277 shares of S&P Global worth $898K as of Q3 2026.
  • Premier Path Wealth Partners sold 45 S&P Global shares in Q3 2026, an estimated $19K.
  • S&P Global made up 0.1% of Premier Path Wealth Partners's portfolio in Q3 2026, its #186 holding.
  • Premier Path Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's S&P Global position peaked at $1.17M in Q2 2025.
  • 412 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.