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

Sculati 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	$271K	Hold	658	–	–	0.09%	108
2026 Q2	$297K	Hold	658	–	–	0.1%	108
2026 Q1	$280K	Hold	658	–	–	0.1%	109
2025 Q4	$344K	Hold	658	–	–	0.12%	97
2025 Q3	$320K	Sell	658 -51	-7%	-$27.3K	0.11%	102
2025 Q2	$374K	Hold	709	–	–	0.14%	96
2025 Q1	$360K	Hold	709	–	–	0.15%	87
2024 Q4	$353K	Hold	709	–	–	0.14%	89
2024 Q3	$366K	Hold	709	–	–	0.15%	89
2024 Q2	$316K	Hold	709	–	–	0.14%	88
2024 Q1	$302K	Hold	709	–	–	0.13%	88
2023 Q4	$312K	Buy	709 +51	+8%	+$20.1K	0.15%	86
2023 Q3	$240K	Hold	658	–	–	0.12%	93
2023 Q2	$264K	Hold	658	–	–	0.13%	91
2023 Q1	$227K	Hold	658	–	–	0.12%	103
2022 Q4	$220K	Hold	658	–	–	0.12%	99
2022 Q3	$201K	Hold	658	–	–	0.12%	108
2022 Q2	$222K	Hold	658	–	–	0.13%	107
2022 Q1	$270K	Buy	+658	New	+$268K	0.13%	101

Other funds holding SPGI

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Sculati Wealth Management's SPGI Position: Q3 2026 in Review

Sculati Wealth Management held its S&P Global (SPGI) position steady in Q3 2026 at 658 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #108.

Sculati Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 19 quarters since. The position peaked at $374K in Q2 2025. 501 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Sculati Wealth Management held 658 shares of S&P Global worth $271K as of Q3 2026.
Sculati Wealth Management left its S&P Global share count unchanged in Q3 2026.
S&P Global made up 0.09% of Sculati Wealth Management's portfolio in Q3 2026, its #108 holding.
Sculati Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 19 quarters since.
Sculati Wealth Management's S&P Global position peaked at $374K in Q2 2025.
501 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.