UW
SPGI icon

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

Unique 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 		$535K Sell
1,314
-377
-22% -$159K 0.06% 142
2026
Q1 		$719K Buy
+1,691
New +$785K 0.1% 101

Other funds holding SPGI

Parnassus Investments
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)
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
RG
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Unique Wealth's SPGI Position: Q2 2026 in Review

Unique Wealth reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $159K and leaving 1,314 shares worth $535K. The position accounts for 0.06% of the portfolio, ranked #142.

Unique Wealth first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $719K in Q1 2026. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Unique Wealth held 1,314 shares of S&P Global worth $535K as of Q2 2026.
  • Unique Wealth sold 377 S&P Global shares in Q2 2026, an estimated $159K.
  • S&P Global made up 0.06% of Unique Wealth's portfolio in Q2 2026, its #142 holding.
  • Unique Wealth first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Unique Wealth's S&P Global position peaked at $719K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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