Riverwater Partners’s S&P Global SPGI Stock Holding History

Riverwater 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	-854	Closed	-$363K	–	228
2026 Q1	$363K	Sell	854 -44	-5%	-$20.4K	0.12%	154
2025 Q4	$469K	Sell	898 -3	-0.3%	-$1.48K	0.18%	126
2025 Q3	$439K	Buy	901 +68	+8%	+$36.4K	0.18%	133
2025 Q2	$439K	Buy	833 +27	+3%	+$13.5K	0.21%	125
2025 Q1	$410K	Sell	806 -131	-14%	-$66.9K	0.21%	116
2024 Q4	$467K	Buy	937 +2	+0.2%	+$1.01K	0.23%	106
2024 Q3	$481K	Hold	935	–	–	0.24%	111
2024 Q2	$417K	Buy	935 +109	+13%	+$46.8K	0.31%	94
2024 Q1	$351K	Sell	826 -31	-4%	-$13.4K	0.26%	125
2023 Q4	$378K	Hold	857	–	–	0.3%	102
2023 Q3	$313K	Buy	857 +11	+1%	+$4.33K	0.28%	127
2023 Q2	$339K	Hold	846	–	–	0.3%	105
2023 Q1	$292K	Hold	846	–	–	0.27%	121
2022 Q4	$283K	Hold	846	–	–	0.24%	133
2022 Q3	$258K	Hold	846	–	–	0.26%	134
2022 Q2	$285K	Buy	+846	New	+$302K	0.29%	124

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

Riverwater Partners's SPGI Position: Q2 2026 in Review

Riverwater Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 854 shares — an estimated $363K sold.

Riverwater Partners first reported a position in SPGI in Q2 2022 and held it in 16 quarters. The position peaked at $481K in Q3 2024. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Riverwater Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Riverwater Partners sold 854 S&P Global shares in Q2 2026, an estimated $363K.
Riverwater Partners first reported a position in S&P Global in Q2 2022 and held it in 16 quarters.
Riverwater Partners's S&P Global position peaked at $481K in Q3 2024.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.