Traveka Wealth’s S&P Global SPGI Stock Holding History

Traveka Wealth’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	$258K	Sell	635 -72	-10%	-$30.4K	0.09%	151
2026 Q1	$301K	Buy	707 +74	+12%	+$34.4K	0.11%	125
2025 Q4	$331K	Sell	633 -41	-6%	-$20.3K	0.13%	122
2025 Q3	$328K	Buy	674 +19	+3%	+$10.2K	0.15%	107
2025 Q2	$345K	Sell	655 -47	-7%	-$23.5K	0.18%	88
2025 Q1	$357K	Sell	702 -49	-7%	-$25K	0.2%	83
2024 Q4	$374K	Buy	751 +78	+12%	+$39.6K	0.21%	83
2024 Q3	$348K	Buy	673 +46	+7%	+$22.8K	0.18%	82
2024 Q2	$280K	Buy	627 +33	+6%	+$14.2K	0.14%	89
2024 Q1	$253K	Buy	594 +37	+7%	+$16K	0.12%	98
2023 Q4	$245K	Buy	+557	New	+$220K	0.12%	102

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Traveka Wealth's SPGI Position: Q2 2026 in Review

Traveka Wealth reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $30.4K and leaving 635 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #151.

Traveka Wealth first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q4 2024. 881 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Traveka Wealth held 635 shares of S&P Global worth $258K as of Q2 2026.
Traveka Wealth sold 72 S&P Global shares in Q2 2026, an estimated $30.4K.
S&P Global made up 0.09% of Traveka Wealth's portfolio in Q2 2026, its #151 holding.
Traveka Wealth first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's S&P Global position peaked at $374K in Q4 2024.
881 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.