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

Ridgecrest 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	–	Sell	-4,664	Closed	-$1.98M	–	114
2026 Q1	$1.98M	Hold	4,664	–	–	1.1%	21
2025 Q4	$2.44M	Hold	4,664	–	–	1.32%	15
2025 Q3	$2.27M	Hold	4,664	–	–	1.03%	21
2025 Q2	$2.46M	Sell	4,664 -476	-9%	-$238K	1.3%	16
2025 Q1	$2.61M	Hold	5,140	–	–	1.37%	16
2024 Q4	$2.56M	Hold	5,140	–	–	1.39%	14
2024 Q3	$2.66M	Sell	5,140 -2	-0%	-$990	1.38%	15
2024 Q2	$2.29M	Sell	5,142 -3	-0.1%	-$1.29K	1.38%	13
2024 Q1	$2.19M	Sell	5,145 -82	-2%	-$35.5K	1.3%	17
2023 Q4	$2.3M	Sell	5,227 -1,000	-16%	-$395K	1.52%	15
2023 Q3	$2.28M	Sell	6,227 -4,038	-39%	-$1.59M	1.6%	14
2023 Q2	$4.12M	Sell	10,265 -292	-3%	-$107K	2.72%	11
2023 Q1	$3.64M	Hold	10,557	–	–	2.59%	13
2022 Q4	$3.54M	Hold	10,557	–	–	2.69%	12
2022 Q3	$3.22M	Sell	10,557 -2,443	-19%	-$874K	2.63%	10
2022 Q2	$4.38M	Hold	13,000	–	–	3.19%	8
2022 Q1	$5.33M	Hold	13,000	–	–	3.39%	7
2021 Q4	$6.13M	Hold	13,000	–	–	2.99%	6
2021 Q3	$5.52M	Hold	13,000	–	–	3.01%	7
2021 Q2	$5.34M	Hold	13,000	–	–	3.33%	8
2021 Q1	$4.59M	Buy	+13,000	New	+$4.33M	4.37%	5

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

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

Ridgecrest Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 4,664 shares — an estimated $1.98M sold.

Ridgecrest Wealth Partners first reported a position in SPGI in Q1 2021 and held it in 21 quarters. The position peaked at $6.13M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Ridgecrest Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 4,664 S&P Global shares in Q2 2026, an estimated $1.98M.
Ridgecrest Wealth Partners first reported a position in S&P Global in Q1 2021 and held it in 21 quarters.
Ridgecrest Wealth Partners's S&P Global position peaked at $6.13M in Q4 2021.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.