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

Private 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 Q1	$3.15M	Sell	7,416 -536	-7%	-$249K	0.24%	55
2025 Q4	$4.16M	Sell	7,952 -145	-2%	-$71.7K	0.29%	48
2025 Q3	$3.94M	Sell	8,097 -13	-0.2%	-$6.96K	0.28%	51
2025 Q2	$4.28M	Buy	8,110 +130	+2%	+$64.9K	0.33%	47
2025 Q1	$4.05M	Sell	7,980 -568	-7%	-$290K	0.34%	50
2024 Q4	$4.26M	Sell	8,548 -45	-0.5%	-$22.8K	0.33%	47
2024 Q3	$4.44M	Hold	8,593	–	–	0.35%	45
2024 Q2	$3.83M	Buy	8,593 +98	+1%	+$42K	0.28%	47
2024 Q1	$3.61M	Sell	8,495 -567	-6%	-$246K	0.29%	47
2023 Q4	$3.99M	Buy	9,062 +62	+0.7%	+$24.5K	0.34%	41
2023 Q3	$3.29M	Sell	9,000 -50	-0.6%	-$19.7K	0.31%	42
2023 Q2	$3.63M	Sell	9,050 -421	-4%	-$154K	0.33%	42
2023 Q1	$3.27M	Sell	9,471 -248	-3%	-$87.3K	0.33%	44
2022 Q4	$3.26M	Buy	+9,719	New	+$3.2M	0.37%	44

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Private Wealth Partners's SPGI Position: Q1 2026 in Review

Private Wealth Partners reduced its S&P Global (SPGI) stake by 6.7% in Q1 2026, selling an estimated $249K and leaving 7,416 shares worth $3.15M. The position accounts for 0.24% of the portfolio, ranked #55.

Private Wealth Partners first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.44M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Private Wealth Partners held 7,416 shares of S&P Global worth $3.15M as of Q1 2026.
Private Wealth Partners sold 536 S&P Global shares in Q1 2026, an estimated $249K.
S&P Global made up 0.24% of Private Wealth Partners's portfolio in Q1 2026, its #55 holding.
Private Wealth Partners first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Private Wealth Partners's S&P Global position peaked at $4.44M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.