Private Wealth Asset Management’s S&P Global SPGI Stock Holding History

Private Wealth Asset Management’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	$156K	Sell	383 -607	-61%	-$256K	0.02%	288
2026 Q1	$421K	Sell	990 -1	-0.1%	-$464	0.05%	183
2025 Q4	$518K	Sell	991 -21	-2%	-$10.4K	0.06%	166
2025 Q3	$493K	Sell	1,012 -11	-1%	-$5.89K	0.06%	161
2025 Q2	$539K	Sell	1,023 -7	-0.7%	-$3.49K	0.07%	153
2025 Q1	$523K	Buy	+1,030	New	+$526K	0.08%	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

Private Wealth Asset Management's SPGI Position: Q2 2026 in Review

Private Wealth Asset Management reduced its S&P Global (SPGI) stake by 61% in Q2 2026, selling an estimated $256K and leaving 383 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #288.

Private Wealth Asset Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $539K in Q2 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Private Wealth Asset Management held 383 shares of S&P Global worth $156K as of Q2 2026.
Private Wealth Asset Management sold 607 S&P Global shares in Q2 2026, an estimated $256K.
S&P Global made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #288 holding.
Private Wealth Asset Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's S&P Global position peaked at $539K in Q2 2025.
2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.