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Unique Wealth Strategies’s S&P Global SPGI Stock Holding History

Unique Wealth Strategies’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 		$1.01M Buy
+2,487
New +$1.05M 0.37% 64
2025
Q4 		– Sell
-1,113
Closed -$542K – 261
2025
Q3 		$542K Buy
1,113
+39
+4% +$20.9K 0.21% 152
2025
Q2 		$567K Sell
1,074
-43
-4% -$21.5K 0.24% 132
2025
Q1 		$568K Buy
+1,117
New +$571K 0.26% 98
2024
Q3 		– Sell
-16
Closed -$6.81K – 599
2024
Q2 		$6.81K Buy
+16
New +$6.86K ﹤0.01% 362

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

Unique Wealth Strategies's SPGI Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in S&P Global (SPGI) in Q2 2026: 2,487 shares worth $1.01M. The stake represents 0.37% of the portfolio and ranks #64 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in SPGI as recently as Q3 2025.

Unique Wealth Strategies first reported a position in SPGI in Q2 2024 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Unique Wealth Strategies held 2,487 shares of S&P Global worth $1.01M as of Q2 2026.
  • S&P Global was a new Unique Wealth Strategies position in Q2 2026.
  • S&P Global made up 0.37% of Unique Wealth Strategies's portfolio in Q2 2026, its #64 holding.
  • Unique Wealth Strategies first reported a position in S&P Global in Q2 2024 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.