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Robertson Stephens Wealth Management’s S&P Global SPGI Stock Holding History

Robertson Stephens 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 		$1.78M Sell
4,369
-1,070
-20% -$452K 0.04% 227
2026
Q1 		$2.31M Sell
5,439
-1,169
-18% -$543K 0.06% 193
2025
Q4 		$3.45M Buy
6,608
+642
+11% +$318K 0.09% 155
2025
Q3 		$2.9M Sell
5,966
-401
-6% -$215K 0.09% 144
2025
Q2 		$3.36M Buy
6,367
+1,420
+29% +$709K 0.11% 136
2025
Q1 		$2.51M Sell
4,947
-16
-0.3% -$8.18K 0.09% 173
2024
Q4 		$2.47M Sell
4,963
-6
-0.1% -$3.04K 0.09% 179
2024
Q3 		$2.57M Sell
4,969
-25
-0.5% -$12.4K 0.09% 170
2024
Q2 		$2.23M Buy
4,994
+156
+3% +$66.9K 0.11% 141
2024
Q1 		$2.06M Sell
4,838
-69
-1% -$29.9K 0.11% 153
2023
Q4 		$2.16M Buy
4,907
+17
+0.3% +$6.71K 0.13% 133
2023
Q3 		$1.79M Sell
4,890
-35
-0.7% -$13.8K 0.12% 153
2023
Q2 		$1.97M Sell
4,925
-58
-1% -$21.2K 0.14% 129
2023
Q1 		$1.72M Sell
4,983
-212
-4% -$74.6K 0.13% 140
2022
Q4 		$1.74M Buy
5,195
+10
+0.2% +$3.3K 0.17% 123
2022
Q3 		$1.58M Buy
5,185
+48
+0.9% +$17.2K 0.17% 110
2022
Q2 		$1.73M Sell
5,137
-37
-0.7% -$13.2K 0.16% 113
2022
Q1 		$2.12M Buy
5,174
+197
+4% +$80.2K 0.18% 107
2021
Q4 		$2.35M Buy
4,977
+70
+1% +$32K 0.2% 102
2021
Q3 		$2.08M Sell
4,907
-88
-2% -$38.1K 0.24% 70
2021
Q2 		$2.05M Buy
4,995
+160
+3% +$61.5K 0.25% 68
2021
Q1 		$1.71M Buy
4,835
+18
+0.4% +$5.99K 0.27% 66
2020
Q4 		$1.58M Sell
4,817
-87
-2% -$29.3K 0.33% 61
2020
Q3 		$1.77M Sell
4,904
-27
-0.5% -$9.53K 0.43% 49
2020
Q2 		$1.62M Buy
4,931
+3,931
+393% +$1.18M 0.47% 49
2020
Q1 		$245K Buy
+1,000
New +$274K 0.08% 156

Other funds holding SPGI

Parnassus Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Robertson Stephens Wealth Management's SPGI Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its S&P Global (SPGI) stake by 20% in Q2 2026, selling an estimated $452K and leaving 4,369 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #227.

Robertson Stephens Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.45M in Q4 2025. 797 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,369 shares of S&P Global worth $1.78M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,070 S&P Global shares in Q2 2026, an estimated $452K.
  • S&P Global made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Robertson Stephens Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's S&P Global position peaked at $3.45M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.