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Waterway Wealth Management’s S&P Global SPGI Stock Holding History

Waterway Wealth Management’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 		$2.18M Buy
5,348
+1,741
+48% +$735K 0.44% 28
2026
Q1 		$1.53M Buy
3,607
+1,636
+83% +$760K 0.34% 31
2025
Q4 		$1.03M Buy
1,971
+971
+97% +$480K 0.23% 45
2025
Q3 		$487K Buy
+1,000
New +$535K 0.12% 63

Other funds holding SPGI

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Waterway Wealth Management's SPGI Position: Q2 2026 in Review

Waterway Wealth Management increased its S&P Global (SPGI) stake by 48% in Q2 2026, buying an estimated $735K and bringing the position to 5,348 shares worth $2.18M. The position accounts for 0.44% of the portfolio, ranked #28.

Waterway Wealth Management first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Waterway Wealth Management held 5,348 shares of S&P Global worth $2.18M as of Q2 2026.
  • Waterway Wealth Management bought 1,741 S&P Global shares in Q2 2026, an estimated $735K.
  • S&P Global made up 0.44% of Waterway Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Waterway Wealth Management first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.