Robertson Stephens Wealth Management
SPGI icon

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
Q3 		$1.72M Sell
4,353
-16
-0.4% -$6.77K 0.04% 232
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% -$9.5K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robertson Stephens Wealth Management's SPGI Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its S&P Global (SPGI) stake by 0.37% in Q3 2026, selling an estimated $6.77K and leaving 4,353 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #232.

Robertson Stephens Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.45M in Q4 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Robertson Stephens Wealth Management held 4,353 shares of S&P Global worth $1.72M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 16 S&P Global shares in Q3 2026, an estimated $6.77K.
  • S&P Global made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #232 holding.
  • Robertson Stephens Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 27 quarters since.
  • Robertson Stephens Wealth Management's S&P Global position peaked at $3.45M in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.