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

RWA 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 Q1	$13.9M	Sell	32,704 -19,888	-38%	-$9.23M	0.15%	87
2025 Q4	$27.5M	Buy	52,592 +16,981	+48%	+$8.4M	0.3%	54
2025 Q3	$17.3M	Buy	35,611 +480	+1%	+$257K	0.2%	74
2025 Q2	$18.5M	Buy	35,131 +318	+0.9%	+$159K	0.23%	65
2025 Q1	$17.7M	Buy	34,813 +1,323	+4%	+$676K	0.22%	71
2024 Q4	$16.7M	Buy	33,490 +26,373	+371%	+$13.4M	0.21%	75
2024 Q3	$3.68M	Buy	7,117 +400	+6%	+$198K	0.05%	184
2024 Q2	$3M	Sell	6,717 -299	-4%	-$128K	0.04%	196
2024 Q1	$2.98M	Buy	7,016 +52	+0.7%	+$22.5K	0.04%	192
2023 Q4	$3.07M	Buy	+6,964	New	+$2.75M	0.04%	184
2018 Q3	–	Sell	-130	Closed	-$27K	–	626
2018 Q2	$27K	Buy	130 +2	+2%	+$395	﹤0.01%	500
2018 Q1	$24K	Buy	+128	New	+$23.6K	﹤0.01%	400

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RWA Wealth Partners's SPGI Position: Q1 2026 in Review

RWA Wealth Partners reduced its S&P Global (SPGI) stake by 38% in Q1 2026, selling an estimated $9.23M and leaving 32,704 shares worth $13.9M. The position accounts for 0.15% of the portfolio, ranked #87.

RWA Wealth Partners first reported a position in SPGI in Q1 2018 and has held it in 12 quarters since. The position peaked at $27.5M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

RWA Wealth Partners held 32,704 shares of S&P Global worth $13.9M as of Q1 2026.
RWA Wealth Partners sold 19,888 S&P Global shares in Q1 2026, an estimated $9.23M.
S&P Global made up 0.15% of RWA Wealth Partners's portfolio in Q1 2026, its #87 holding.
RWA Wealth Partners first reported a position in S&P Global in Q1 2018 and has held it in 12 quarters since.
RWA Wealth Partners's S&P Global position peaked at $27.5M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.