Waldron Private Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $563K | Sell |
1,383
-5
| -0.4% | -$2.11K | 0.02% | 210 |
|
|
2026
Q1 | $590K | Sell |
1,388
-8
| -0.6% | -$3.71K | 0.02% | 197 |
|
|
2025
Q4 | $730K | Sell |
1,396
-159
| -10% | -$78.7K | 0.03% | 171 |
|
|
2025
Q3 | $757K | Buy |
1,555
+199
| +15% | +$107K | 0.03% | 165 |
|
|
2025
Q2 | $715K | Sell |
1,356
-40
| -3% | -$20K | 0.03% | 163 |
|
|
2025
Q1 | $709K | Sell |
1,396
-582
| -29% | -$297K | 0.03% | 156 |
|
|
2024
Q4 | $985K | Buy |
1,978
+87
| +5% | +$44.1K | 0.04% | 169 |
|
|
2024
Q3 | $977K | Buy |
1,891
+15
| +0.8% | +$7.42K | 0.04% | 163 |
|
|
2024
Q2 | $837K | Buy |
1,876
+13
| +0.7% | +$5.58K | 0.04% | 174 |
|
|
2024
Q1 | $793K | Buy |
1,863
+45
| +2% | +$19.5K | 0.04% | 188 |
|
|
2023
Q4 | $801K | Hold |
1,818
| – | – | 0.04% | 181 |
|
|
2023
Q3 | $664K | Sell |
1,818
-85
| -4% | -$33.4K | 0.03% | 189 |
|
|
2023
Q2 | $763K | Sell |
1,903
-208
| -10% | -$76K | 0.04% | 180 |
|
|
2023
Q1 | $728K | Buy |
2,111
+175
| +9% | +$61.6K | 0.04% | 207 |
|
|
2022
Q4 | $591K | Hold |
1,936
| – | – | 0.04% | 219 |
|
|
2022
Q3 | $591K | Buy |
1,936
+321
| +20% | +$115K | 0.04% | 219 |
|
|
2022
Q2 | $544K | Sell |
1,615
-43
| -3% | -$15.3K | 0.03% | 239 |
|
|
2022
Q1 | $680K | Sell |
1,658
-33
| -2% | -$13.4K | 0.03% | 223 |
|
|
2021
Q4 | $798K | Buy |
1,691
+1
| +0.1% | +$457 | 0.04% | 203 |
|
|
2021
Q3 | $718K | Buy |
1,690
+508
| +43% | +$220K | 0.04% | 187 |
|
|
2021
Q2 | $485K | Sell |
1,182
-2
| -0.2% | -$769 | 0.03% | 209 |
|
|
2021
Q1 | $417K | Sell |
1,184
-25
| -2% | -$8.32K | 0.03% | 209 |
|
|
2020
Q4 | $397K | Sell |
1,209
-25
| -2% | -$8.43K | 0.03% | 201 |
|
|
2020
Q3 | $444K | Buy |
1,234
+147
| +14% | +$51.9K | 0.04% | 175 |
|
|
2020
Q2 | $358K | Buy |
1,087
+81
| +8% | +$24.4K | 0.03% | 188 |
|
|
2020
Q1 | $246K | Buy |
1,006
+35
| +4% | +$9.6K | 0.03% | 203 |
|
|
2019
Q4 | $265K | Buy |
971
+106
| +12% | +$27.5K | 0.02% | 224 |
|
|
2019
Q3 | $211K | Buy |
+865
| New | +$216K | 0.02% | 234 |
|
|
2019
Q2 | – | Sell |
-1,029
| Closed | -$216K | – | 261 |
|
|
2019
Q1 | $216K | Buy |
+1,029
| New | +$199K | 0.02% | 236 |
|
Other funds holding SPGI
Waldron Private Wealth's SPGI Position: Q2 2026 in Review
Waldron Private Wealth reduced its S&P Global (SPGI) stake by 0.36% in Q2 2026, selling an estimated $2.11K and leaving 1,383 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #210.
Waldron Private Wealth first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $985K in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Waldron Private Wealth held 1,383 shares of S&P Global worth $563K as of Q2 2026.
- Waldron Private Wealth sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
- S&P Global made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #210 holding.
- Waldron Private Wealth first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
- Waldron Private Wealth's S&P Global position peaked at $985K in Q4 2024.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.