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Uniting Wealth Partners’s S&P Global SPGI Stock Holding History

Uniting Wealth Partners’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 		$248K Buy
610
+130
+27% +$54.9K 0.05% 173
2026
Q1 		$204K Buy
480
+19
+4% +$8.82K 0.04% 192
2025
Q4 		$241K Buy
+461
New +$228K 0.07% 132

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Uniting Wealth Partners's SPGI Position: Q2 2026 in Review

Uniting Wealth Partners increased its S&P Global (SPGI) stake by 27% in Q2 2026, buying an estimated $54.9K and bringing the position to 610 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #173.

Uniting Wealth Partners first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Uniting Wealth Partners held 610 shares of S&P Global worth $248K as of Q2 2026.
  • Uniting Wealth Partners bought 130 S&P Global shares in Q2 2026, an estimated $54.9K.
  • S&P Global made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Uniting Wealth Partners first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.