Wealthcare Advisory Partners’s S&P Global SPGI Stock Holding History

Wealthcare Advisory Partners’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	$420K	Buy	1,031 +194	+23%	+$81.9K	0.01%	762
2026 Q1	$356K	Sell	837 -5	-0.6%	-$2.32K	0.01%	814
2025 Q4	$440K	Buy	842 +85	+11%	+$42.1K	0.01%	736
2025 Q3	$368K	Buy	757 +5	+0.7%	+$2.68K	0.01%	770
2025 Q2	$396K	Buy	752 +31	+4%	+$15.5K	0.01%	708
2025 Q1	$366K	Buy	721 +15	+2%	+$7.66K	0.01%	675
2024 Q4	$351K	Sell	706 -25	-3%	-$12.7K	0.01%	661
2024 Q3	$377K	Sell	731 -128	-15%	-$63.3K	0.01%	640
2024 Q2	$383K	Buy	859 +166	+24%	+$71.2K	0.01%	599
2024 Q1	$295K	Buy	693 +16	+2%	+$6.93K	0.01%	679
2023 Q4	$298K	Sell	677 -106	-14%	-$41.8K	0.01%	612
2023 Q3	$286K	Sell	783 -1	-0.1%	-$393	0.01%	561
2023 Q2	$314K	Buy	784 +61	+8%	+$22.3K	0.01%	548
2023 Q1	$249K	Buy	723 +16	+2%	+$5.63K	0.01%	636
2022 Q4	$237K	Buy	+707	New	+$233K	0.01%	602
2021 Q2	–	Sell	-93	Closed	-$33K	–	1683
2021 Q1	$33K	Buy	+93	New	+$30.9K	﹤0.01%	1027
2020 Q2	–	Sell	-44	Closed	-$11K	–	1199
2020 Q1	$11K	Buy	44 +1	+2%	+$274	﹤0.01%	906
2019 Q4	$12K	Hold	43	–	–	﹤0.01%	895
2019 Q3	$11K	Hold	43	–	–	﹤0.01%	903
2019 Q2	$10K	Hold	43	–	–	﹤0.01%	916
2019 Q1	$9K	Hold	43	–	–	﹤0.01%	847
2018 Q4	$7K	Hold	43	–	–	﹤0.01%	874
2018 Q3	$8K	Hold	43	–	–	﹤0.01%	911
2018 Q2	$9K	Buy	43 +39	+975%	+$7.7K	﹤0.01%	872
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	1027
2017 Q4	$1K	Buy	+4	New	+$653	﹤0.01%	1023

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

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

Wealthcare Advisory Partners's SPGI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its S&P Global (SPGI) stake by 23% in Q2 2026, buying an estimated $81.9K and bringing the position to 1,031 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #762.

Wealthcare Advisory Partners first reported a position in SPGI in Q4 2017 and has held it in 26 quarters since. The position peaked at $440K in Q4 2025. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Wealthcare Advisory Partners held 1,031 shares of S&P Global worth $420K as of Q2 2026.
Wealthcare Advisory Partners bought 194 S&P Global shares in Q2 2026, an estimated $81.9K.
S&P Global made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #762 holding.
Wealthcare Advisory Partners first reported a position in S&P Global in Q4 2017 and has held it in 26 quarters since.
Wealthcare Advisory Partners's S&P Global position peaked at $440K in Q4 2025.
402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.