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 Q3	$605K	Buy	1,534 +503	+49%	+$213K	0.01%	691
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%	+$6.94K	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	+$31K	﹤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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealthcare Advisory Partners's SPGI Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its S&P Global (SPGI) stake by 49% in Q3 2026, buying an estimated $213K and bringing the position to 1,534 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #691.

Wealthcare Advisory Partners first reported a position in SPGI in Q4 2017 and has held it in 27 quarters since. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Wealthcare Advisory Partners held 1,534 shares of S&P Global worth $605K as of Q3 2026.
Wealthcare Advisory Partners bought 503 S&P Global shares in Q3 2026, an estimated $213K.
S&P Global made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #691 holding.
Wealthcare Advisory Partners first reported a position in S&P Global in Q4 2017 and has held it in 27 quarters since.
1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.