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Sax Wealth Advisors’s S&P Global SPGI Stock Holding History

Sax Wealth Advisors’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 		$259K Sell
609
-181
-23% -$76.4K 0.01% 474
2026
Q1 		$413K Sell
790
-29
-4% -$13.5K 0.02% 323
2025
Q4 		$428K Buy
819
+87
+12% +$43K 0.02% 322
2025
Q3 		$356K Buy
732
+32
+5% +$17.1K 0.02% 325
2025
Q2 		$369K Buy
+700
New +$349K 0.02% 303

Other funds holding SPGI

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sax Wealth Advisors's SPGI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its S&P Global (SPGI) stake by 23% in Q2 2026, selling an estimated $76.4K and leaving 609 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #474.

Sax Wealth Advisors first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q4 2025. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sax Wealth Advisors held 609 shares of S&P Global worth $259K as of Q2 2026.
  • Sax Wealth Advisors sold 181 S&P Global shares in Q2 2026, an estimated $76.4K.
  • S&P Global made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • Sax Wealth Advisors first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's S&P Global position peaked at $428K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.