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

Segment 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
Q2 		$21.9M Buy
53,690
+6
+0% +$2.53K 1.13% 26
2026
Q1 		$22.8M Sell
53,684
-34,110
-39% -$15.8M 1.34% 18
2025
Q4 		$45.9M Sell
87,794
-486
-0.6% -$240K 2.66% 5
2025
Q3 		$43M Sell
88,280
-263
-0.3% -$141K 2.58% 5
2025
Q2 		$46.7M Sell
88,543
-1,167
-1% -$582K 2.96% 4
2025
Q1 		$45.6M Buy
89,710
+223
+0.2% +$114K 3.08% 4
2024
Q4 		$44.6M Sell
89,487
-4,935
-5% -$2.5M 3.04% 5
2024
Q3 		$48.8M Sell
94,422
-14,941
-14% -$7.39M 3.35% 4
2024
Q2 		$48.8M Sell
109,363
-417
-0.4% -$179K 3.6% 3
2024
Q1 		$46.7M Buy
109,780
+84,268
+330% +$36.5M 3.55% 3
2023
Q4 		$11.2M Buy
25,512
+1,765
+7% +$697K 0.99% 38
2023
Q3 		$8.68M Buy
23,747
+798
+3% +$314K 0.88% 47
2023
Q2 		$9.2M Sell
22,949
-95
-0.4% -$34.7K 0.95% 42
2023
Q1 		$7.94M Buy
23,044
+715
+3% +$252K 0.9% 45
2022
Q4 		$7.48M Sell
22,329
-182
-0.8% -$60K 0.87% 46
2022
Q3 		$6.87M Buy
22,511
+17,639
+362% +$6.31M 0.86% 49
2022
Q2 		$1.64M Sell
4,872
-239
-5% -$85.2K 0.21% 80
2022
Q1 		$2.1M Buy
5,111
+231
+5% +$94.1K 0.22% 89
2021
Q4 		$2.3M Sell
4,880
-32
-0.7% -$14.6K 0.24% 89
2021
Q3 		$2.09M Sell
4,912
-173
-3% -$75K 0.25% 90
2021
Q2 		$2.09M Buy
5,085
+90
+2% +$34.6K 0.25% 91
2021
Q1 		$1.76M Buy
4,995
+234
+5% +$77.9K 0.23% 91
2020
Q4 		$1.56M Buy
4,761
+36
+0.8% +$12.1K 0.23% 89
2020
Q3 		$1.7M Buy
4,725
+415
+10% +$146K 0.28% 81
2020
Q2 		$1.42M Buy
4,310
+145
+3% +$43.6K 0.26% 86
2020
Q1 		$1.02M Buy
4,165
+122
+3% +$33.5K 0.23% 88
2019
Q4 		$1.1M Hold
4,043
– – 0.19% 98
2019
Q3 		$990K Sell
4,043
-70
-2% -$17.5K 0.19% 98
2019
Q2 		$937K Buy
4,113
+170
+4% +$37.1K 0.19% 100
2019
Q1 		$830K Buy
3,943
+217
+6% +$42K 0.18% 105
2018
Q4 		$633K Buy
3,726
+938
+34% +$168K 0.16% 102
2018
Q3 		$545K Sell
2,788
-225
-7% -$46.4K 0.12% 125
2018
Q2 		$615K Buy
3,013
+120
+4% +$23.7K 0.15% 116
2018
Q1 		$553K Buy
2,893
+578
+25% +$107K 0.14% 115
2017
Q4 		$392K Buy
2,315
+570
+33% +$93.1K 0.09% 143
2017
Q3 		$273K Buy
+1,745
New +$265K 0.07% 161

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

Segment Wealth Management's SPGI Position: Q2 2026 in Review

Segment Wealth Management increased its S&P Global (SPGI) stake by 0.01% in Q2 2026, buying an estimated $2.53K and bringing the position to 53,690 shares worth $21.9M. The position accounts for 1.13% of the portfolio, ranked #26.

Segment Wealth Management first reported a position in SPGI in Q3 2017 and has held it in 36 quarters since. The position peaked at $48.8M in Q3 2024. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Segment Wealth Management held 53,690 shares of S&P Global worth $21.9M as of Q2 2026.
  • Segment Wealth Management bought 6 S&P Global shares in Q2 2026, an estimated $2.53K.
  • S&P Global made up 1.13% of Segment Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Segment Wealth Management first reported a position in S&P Global in Q3 2017 and has held it in 36 quarters since.
  • Segment Wealth Management's S&P Global position peaked at $48.8M in Q3 2024.
  • 402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.