1776 Wealth’s S&P Global SPGI Stock Holding History

1776 Wealth’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	$406K	Sell	997 -14	-1%	-$5.91K	0.14%	104
2026 Q1	$430K	Hold	1,011	–	–	0.17%	93
2025 Q4	$528K	Sell	1,011 -1	-0.1%	-$495	0.2%	83
2025 Q3	$493K	Sell	1,012 -38	-4%	-$20.3K	0.19%	87
2025 Q2	$554K	Sell	1,050 -20	-2%	-$9.98K	0.23%	83
2025 Q1	$544K	Sell	1,070 -12	-1%	-$6.13K	0.25%	77
2024 Q4	$539K	Hold	1,082	–	–	0.25%	81
2024 Q3	$559K	Sell	1,082 -58	-5%	-$28.7K	0.25%	80
2024 Q2	$508K	Buy	1,140 +14	+1%	+$6.01K	0.23%	87
2024 Q1	$479K	Sell	1,126 -8	-0.7%	-$3.47K	0.23%	81
2023 Q4	$500K	Hold	1,134	–	–	0.25%	75
2023 Q3	$414K	Hold	1,134	–	–	0.22%	78
2023 Q2	$455K	Buy	+1,134	New	+$414K	0.24%	81
2020 Q3	–	Sell	-130	Closed	-$42K	–	281
2020 Q2	$42K	Hold	130	–	–	0.03%	197
2020 Q1	$31K	Hold	130	–	–	0.03%	199
2019 Q4	$35K	Buy	+130	New	+$33.8K	0.03%	207

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1776 Wealth's SPGI Position: Q2 2026 in Review

1776 Wealth reduced its S&P Global (SPGI) stake by 1.4% in Q2 2026, selling an estimated $5.91K and leaving 997 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #104.

1776 Wealth first reported a position in SPGI in Q4 2019 and has held it in 16 quarters since. The position peaked at $559K in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

1776 Wealth held 997 shares of S&P Global worth $406K as of Q2 2026.
1776 Wealth sold 14 S&P Global shares in Q2 2026, an estimated $5.91K.
S&P Global made up 0.14% of 1776 Wealth's portfolio in Q2 2026, its #104 holding.
1776 Wealth first reported a position in S&P Global in Q4 2019 and has held it in 16 quarters since.
1776 Wealth's S&P Global position peaked at $559K in Q3 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.