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 Q2	$9.88M	Sell	24,271 -8,433	-26%	-$3.56M	0.09%	113
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 $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

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

RWA Wealth Partners reduced its S&P Global (SPGI) stake by 26% in Q2 2026, selling an estimated $3.56M and leaving 24,271 shares worth $9.88M. The position accounts for 0.09% of the portfolio, ranked #113.

RWA Wealth Partners first reported a position in SPGI in Q1 2018 and has held it in 13 quarters since. The position peaked at $27.5M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

RWA Wealth Partners held 24,271 shares of S&P Global worth $9.88M as of Q2 2026.
RWA Wealth Partners sold 8,433 S&P Global shares in Q2 2026, an estimated $3.56M.
S&P Global made up 0.09% of RWA Wealth Partners's portfolio in Q2 2026, its #113 holding.
RWA Wealth Partners first reported a position in S&P Global in Q1 2018 and has held it in 13 quarters since.
RWA Wealth Partners's S&P Global position peaked at $27.5M in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.