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Warther Private Wealth’s S&P Global SPGI Stock Holding History

Warther Private 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 		$240K Sell
590
-18,645
-97% -$7.87M 0.05% 50
2026
Q1 		$8.18M Buy
+19,235
New +$8.93M 1.92% 23

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 $3.38T AUM 44.17% 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

Warther Private Wealth's SPGI Position: Q2 2026 in Review

Warther Private Wealth reduced its S&P Global (SPGI) stake by 97% in Q2 2026, selling an estimated $7.87M and leaving 590 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #50.

Warther Private Wealth first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.18M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Warther Private Wealth held 590 shares of S&P Global worth $240K as of Q2 2026.
  • Warther Private Wealth sold 18,645 S&P Global shares in Q2 2026, an estimated $7.87M.
  • S&P Global made up 0.05% of Warther Private Wealth's portfolio in Q2 2026, its #50 holding.
  • Warther Private Wealth first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Warther Private Wealth's S&P Global position peaked at $8.18M in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.