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Wedgewood Partners’s S&P Global SPGI Stock Holding History

Wedgewood 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 		$12.8M Sell
31,339
-1,032
-3% -$436K 2.63% 17
2026
Q1 		$13.8M Sell
32,371
-1,393
-4% -$647K 2.84% 18
2025
Q4 		$17.6M Sell
33,764
-960
-3% -$475K 3.3% 14
2025
Q3 		$16.9M Buy
34,724
+1,242
+4% +$665K 3.08% 16
2025
Q2 		$18.9M Sell
33,482
-609
-2% -$304K 3.66% 14
2025
Q1 		$17.5M Buy
34,091
+10,731
+46% +$5.48M 3.52% 14
2024
Q4 		$11.6M Sell
23,360
-1,022
-4% -$519K 2.29% 15
2024
Q3 		$12.4M Sell
24,382
-262
-1% -$130K 2.26% 17
2024
Q2 		$11.9M Sell
24,644
-507
-2% -$218K 2.44% 15
2024
Q1 		$11M Sell
25,151
-454
-2% -$197K 2.19% 17
2023
Q4 		$10.8M Sell
25,605
-642
-2% -$253K 2.28% 17
2023
Q3 		$9.59M Sell
26,247
-10,733
-29% -$4.22M 2.29% 17
2023
Q2 		$14.8M Sell
36,980
-1,734
-4% -$634K 2.39% 17
2023
Q1 		$13.3M Sell
38,714
-320
-0.8% -$113K 2.26% 17
2022
Q4 		$13.1M Sell
39,034
-263
-0.7% -$86.7K 2.4% 19
2022
Q3 		$12M Sell
39,297
-1,042
-3% -$373K 2.26% 19
2022
Q2 		$13.6M Sell
40,339
-452
-1% -$161K 2.35% 19
2022
Q1 		$16.7M Buy
40,791
+10
+0% +$4.07K 2.36% 18
2021
Q4 		$19.2M Sell
40,781
-335
-0.8% -$153K 2.55% 19
2021
Q3 		$17.5M Sell
41,116
-439
-1% -$190K 2.46% 20
2021
Q2 		$17.1M Sell
41,555
-2,243
-5% -$862K 2.47% 17
2021
Q1 		$15.5M Sell
43,798
-3,008
-6% -$1M 2.38% 19
2020
Q4 		$15.4M Sell
46,806
-2,679
-5% -$904K 2.29% 18
2020
Q3 		$17.8M Sell
49,485
-2,534
-5% -$894K 2.82% 16
2020
Q2 		$17.1M Sell
52,019
-3,949
-7% -$1.19M 2.9% 15
2020
Q1 		$13.7M Sell
55,968
-30,054
-35% -$8.24M 2.6% 17
2019
Q4 		$23.5M Buy
+86,022
New +$22.3M 2.38% 18

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 $3.37T AUM 44.26% 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

Wedgewood Partners's SPGI Position: Q2 2026 in Review

Wedgewood Partners reduced its S&P Global (SPGI) stake by 3.2% in Q2 2026, selling an estimated $436K and leaving 31,339 shares worth $12.8M. The position accounts for 2.63% of the portfolio, ranked #17.

Wedgewood Partners first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.5M in Q4 2019. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wedgewood Partners held 31,339 shares of S&P Global worth $12.8M as of Q2 2026.
  • Wedgewood Partners sold 1,032 S&P Global shares in Q2 2026, an estimated $436K.
  • S&P Global made up 2.63% of Wedgewood Partners's portfolio in Q2 2026, its #17 holding.
  • Wedgewood Partners first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Wedgewood Partners's S&P Global position peaked at $23.5M in Q4 2019.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wedgewood Partners's 13F filing for Q2 2026, filed 14 Aug 2026.