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W.H. Cornerstone Investments’s S&P Global SPGI Stock Holding History

W.H. Cornerstone Investments’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 		– Sell
-554
Closed -$236K – 153
2026
Q1 		$236K Buy
554
+1
+0.2% +$464 0.15% 115
2025
Q4 		$289K Buy
553
+2
+0.4% +$990 0.17% 94
2025
Q3 		$268K Sell
551
-178
-24% -$95.3K 0.16% 98
2025
Q2 		$384K Sell
729
-233
-24% -$116K 0.24% 83
2025
Q1 		$489K Sell
962
-1,025
-52% -$524K 0.34% 70
2024
Q4 		$989K Sell
1,987
-910
-31% -$462K 0.66% 33
2024
Q3 		$1.5M Sell
2,897
-439
-13% -$217K 1.01% 19
2024
Q2 		$1.49M Sell
3,336
-181
-5% -$77.7K 1.05% 17
2024
Q1 		$1.5M Sell
3,517
-50
-1% -$21.7K 1.08% 17
2023
Q4 		$1.57M Sell
3,567
-13
-0.4% -$5.13K 1.25% 15
2023
Q3 		$1.31M Sell
3,580
-74
-2% -$29.1K 1.15% 20
2023
Q2 		$1.47M Buy
3,654
+12
+0.3% +$4.38K 1.31% 17
2023
Q1 		$1.26M Buy
3,642
+758
+26% +$267K 1.14% 23
2022
Q4 		$1.06M Sell
2,884
-116
-4% -$38.2K 1% 33
2022
Q3 		$884K Buy
+3,000
New +$1.07M 0.93% 35

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

W.H. Cornerstone Investments's SPGI Position: Q2 2026 in Review

W.H. Cornerstone Investments sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 554 shares — an estimated $236K sold.

W.H. Cornerstone Investments first reported a position in SPGI in Q3 2022 and held it in 15 quarters. The position peaked at $1.57M in Q4 2023. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • W.H. Cornerstone Investments reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 554 S&P Global shares in Q2 2026, an estimated $236K.
  • W.H. Cornerstone Investments first reported a position in S&P Global in Q3 2022 and held it in 15 quarters.
  • W.H. Cornerstone Investments's S&P Global position peaked at $1.57M in Q4 2023.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.