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

Revolve 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	$211K	Buy	519 +45	+9%	+$19K	0.02%	335
2026 Q1	$202K	Sell	474 -1	-0.2%	-$464	0.03%	225
2025 Q4	$248K	Sell	475 -24	-5%	-$11.9K	0.03%	201
2025 Q3	$243K	Buy	499 +4	+0.8%	+$2.14K	0.03%	198
2025 Q2	$261K	Sell	495 -1	-0.2%	-$499	0.03%	186
2025 Q1	$252K	Buy	496 +39	+9%	+$19.9K	0.04%	180
2024 Q4	$228K	Sell	457 -6	-1%	-$3.04K	0.03%	202
2024 Q3	$239K	Buy	+463	New	+$229K	0.04%	178

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

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

Revolve Wealth Partners increased its S&P Global (SPGI) stake by 9.5% in Q2 2026, buying an estimated $19K and bringing the position to 519 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #335.

Revolve Wealth Partners first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $261K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Revolve Wealth Partners held 519 shares of S&P Global worth $211K as of Q2 2026.
Revolve Wealth Partners bought 45 S&P Global shares in Q2 2026, an estimated $19K.
S&P Global made up 0.02% of Revolve Wealth Partners's portfolio in Q2 2026, its #335 holding.
Revolve Wealth Partners first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Revolve Wealth Partners's S&P Global position peaked at $261K in Q2 2025.
2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.