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Wedmont Private Capital’s S&P Global SPGI Stock Holding History

Wedmont Private Capital’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 		$1.7M Sell
3,944
-439
-10% -$185K 0.05% 221
2026
Q1 		$1.92M Sell
4,383
-743
-14% -$345K 0.06% 170
2025
Q4 		$2.76M Buy
5,126
+109
+2% +$53.9K 0.1% 131
2025
Q3 		$2.41M Buy
5,017
+15
+0.3% +$8.03K 0.09% 132
2025
Q2 		$2.64M Buy
5,002
+244
+5% +$122K 0.11% 109
2025
Q1 		$2.21M Buy
4,758
+239
+5% +$122K 0.11% 104
2024
Q4 		$2.18M Buy
4,519
+332
+8% +$168K 0.12% 103
2024
Q3 		$2.12M Buy
4,187
+565
+16% +$280K 0.12% 98
2024
Q2 		$1.73M Buy
3,622
+470
+15% +$202K 0.11% 110
2024
Q1 		$1.37M Buy
3,152
+83
+3% +$36K 0.1% 133
2023
Q4 		$1.33M Buy
3,069
+168
+6% +$66.3K 0.11% 122
2023
Q3 		$1.06M Buy
2,901
+496
+21% +$195K 0.11% 117
2023
Q2 		$1M Buy
2,405
+354
+17% +$129K 0.11% 125
2023
Q1 		$695K Sell
2,051
-2
-0.1% -$704 0.09% 162
2022
Q4 		$714K Buy
2,053
+620
+43% +$204K 0.11% 146
2022
Q3 		$438K Buy
1,433
+269
+23% +$96.2K 0.09% 178
2022
Q2 		$392K Buy
1,164
+318
+38% +$113K 0.08% 173
2022
Q1 		$350K Buy
846
+294
+53% +$120K 0.08% 204
2021
Q4 		$241K Buy
+552
New +$253K 0.07% 206

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Wedmont Private Capital's SPGI Position: Q2 2026 in Review

Wedmont Private Capital reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $185K and leaving 3,944 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #221.

Wedmont Private Capital first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2025. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wedmont Private Capital held 3,944 shares of S&P Global worth $1.7M as of Q2 2026.
  • Wedmont Private Capital sold 439 S&P Global shares in Q2 2026, an estimated $185K.
  • S&P Global made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #221 holding.
  • Wedmont Private Capital first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's S&P Global position peaked at $2.76M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.