Red Door Wealth Management’s S&P Global SPGI Stock Holding History

Red Door Wealth 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	$810K	Buy	1,990 +592	+42%	+$250K	0.07%	132
2026 Q1	$595K	Buy	1,398 +268	+24%	+$124K	0.06%	151
2025 Q4	$591K	Sell	1,130 -19	-2%	-$9.4K	0.06%	146
2025 Q3	$559K	Hold	1,149	–	–	0.06%	152
2025 Q2	$606K	Buy	1,149 +41	+4%	+$20.5K	0.07%	143
2025 Q1	$563K	Buy	1,108 +139	+14%	+$71K	0.08%	127
2024 Q4	$483K	Hold	969	–	–	0.07%	139
2024 Q3	$501K	Buy	969 +405	+72%	+$200K	0.08%	127
2024 Q2	$252K	Sell	564 -41	-7%	-$17.6K	0.04%	172
2024 Q1	$257K	Buy	605 +120	+25%	+$52K	0.05%	167
2023 Q4	$214K	Sell	485 -91	-16%	-$35.9K	0.05%	183
2023 Q3	$210K	Sell	576 -1,100	-66%	-$433K	0.05%	168
2023 Q2	$672K	Buy	+1,676	New	+$612K	0.15%	108
2022 Q2	–	Sell	-516	Closed	-$211K	–	145
2022 Q1	$211K	Buy	516 +59	+13%	+$24K	0.07%	133
2021 Q4	$215K	Buy	+457	New	+$209K	0.07%	153
2021 Q3	–	Sell	-466	Closed	-$191K	–	531
2021 Q2	$191K	Buy	+466	New	+$179K	0.07%	149
2020 Q3	–	Sell	-344	Closed	-$113K	–	368
2020 Q2	$113K	Hold	344	–	–	0.08%	123
2020 Q1	$84K	Buy	+344	New	+$94.4K	0.08%	132

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Red Door Wealth Management's SPGI Position: Q2 2026 in Review

Red Door Wealth Management increased its S&P Global (SPGI) stake by 42% in Q2 2026, buying an estimated $250K and bringing the position to 1,990 shares worth $810K. The position accounts for 0.07% of the portfolio, ranked #132.

Red Door Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 18 quarters since. 893 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Red Door Wealth Management held 1,990 shares of S&P Global worth $810K as of Q2 2026.
Red Door Wealth Management bought 592 S&P Global shares in Q2 2026, an estimated $250K.
S&P Global made up 0.07% of Red Door Wealth Management's portfolio in Q2 2026, its #132 holding.
Red Door Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 18 quarters since.
893 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.