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

Quotient 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 		$479K Sell
1,176
-28
-2% -$11.8K 0.01% 218
2026
Q1 		$512K Sell
1,204
-217
-15% -$101K 0.01% 190
2025
Q4 		$743K Sell
1,421
-44
-3% -$21.8K 0.02% 146
2025
Q3 		$713K Sell
1,465
-20
-1% -$10.7K 0.02% 147
2025
Q2 		$783K Sell
1,485
-8
-0.5% -$3.99K 0.02% 135
2025
Q1 		$759K Buy
1,493
+63
+4% +$32.2K 0.02% 132
2024
Q4 		$712K Buy
1,430
+23
+2% +$11.7K 0.02% 135
2024
Q3 		$727K Sell
1,407
-109
-7% -$53.9K 0.02% 137
2024
Q2 		$676K Sell
1,516
-673
-31% -$289K 0.02% 134
2024
Q1 		$931K Sell
2,189
-567
-21% -$246K 0.03% 111
2023
Q4 		$1.21M Buy
+2,756
New +$1.09M 0.05% 102

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

Quotient Wealth Partners's SPGI Position: Q2 2026 in Review

Quotient Wealth Partners reduced its S&P Global (SPGI) stake by 2.3% in Q2 2026, selling an estimated $11.8K and leaving 1,176 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #218.

Quotient Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2023. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Quotient Wealth Partners held 1,176 shares of S&P Global worth $479K as of Q2 2026.
  • Quotient Wealth Partners sold 28 S&P Global shares in Q2 2026, an estimated $11.8K.
  • S&P Global made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Quotient Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's S&P Global position peaked at $1.21M in Q4 2023.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.