Wealth Enhancement Advisory Services
SPGI icon

Wealth Enhancement Advisory Services’s S&P Global SPGI Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.4M Sell
53,095
-8,396
-14% -$3.55M 0.04% 420
2026
Q1 		$24.6M Sell
61,491
-27,408
-31% -$12.7M 0.05% 333
2025
Q4 		$48M Sell
88,899
-6,285
-7% -$3.11M 0.07% 263
2025
Q3 		$45.8M Buy
95,184
+4,455
+5% +$2.39M 0.07% 248
2025
Q2 		$48.1M Buy
90,729
+3,935
+5% +$1.96M 0.08% 234
2025
Q1 		$44.1M Buy
86,794
+1,166
+1% +$596K 0.08% 227
2024
Q4 		$42.6M Buy
85,628
+1,187
+1% +$602K 0.08% 229
2024
Q3 		$43.6M Buy
84,441
+440
+0.5% +$218K 0.09% 210
2024
Q2 		$37.5M Buy
84,001
+355
+0.4% +$152K 0.09% 214
2024
Q1 		$35.6M Buy
83,646
+2,109
+3% +$914K 0.09% 215
2023
Q4 		$35.9M Sell
81,537
-20,487
-20% -$8.08M 0.1% 196
2023
Q3 		$37.3M Buy
102,024
+101,235
+12,831% +$39.8M 0.12% 171
2023
Q2 		$316K Buy
+789
New +$288K ﹤0.01% 428
2021
Q4 		– Sell
-24,923
Closed -$11.6M – 332
2021
Q3 		$11.6M Buy
24,923
+21,910
+727% +$9.49M 0.17% 68
2021
Q2 		$1.24M Buy
+3,013
New +$1.16M 0.02% 180

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPGI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $3.55M and leaving 53,095 shares worth $21.4M. The position accounts for 0.04% of the portfolio, ranked #420.

Wealth Enhancement Advisory Services first reported a position in SPGI in Q2 2021 and has held it in 15 quarters since. The position peaked at $48.1M in Q2 2025. 309 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 53,095 shares of S&P Global worth $21.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 8,396 S&P Global shares in Q2 2026, an estimated $3.55M.
  • S&P Global made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #420 holding.
  • Wealth Enhancement Advisory Services first reported a position in S&P Global in Q2 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's S&P Global position peaked at $48.1M in Q2 2025.
  • 309 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.