Turtle Creek Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPGI
Turtle Creek Wealth Advisors's SPGI Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $1.75M and bringing the position to 23,088 shares worth $9.4M. The position accounts for 0.5% of the portfolio, ranked #52.
Turtle Creek Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 7 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Turtle Creek Wealth Advisors held 23,088 shares of S&P Global worth $9.4M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 4,139 S&P Global shares in Q2 2026, an estimated $1.75M.
- S&P Global made up 0.5% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #52 holding.
- Turtle Creek Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 7 quarters since.
- 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.