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 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	Sell	130 -130	-50%	-$39.1K	0.03%	197
2020 Q1	$66K	Buy	260 +130	+100%	+$35.7K	0.03%	204
2019 Q4	$35K	Buy	+130	New	+$33.8K	0.03%	207

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1776 Wealth's SPGI Position: Q1 2026 in Review

1776 Wealth held its S&P Global (SPGI) position steady in Q1 2026 at 1,011 shares worth $430K. The position accounts for 0.17% of the portfolio, ranked #93.

1776 Wealth first reported a position in SPGI in Q4 2019 and has held it in 15 quarters since. The position peaked at $559K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

1776 Wealth held 1,011 shares of S&P Global worth $430K as of Q1 2026.
1776 Wealth left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.17% of 1776 Wealth's portfolio in Q1 2026, its #93 holding.
1776 Wealth first reported a position in S&P Global in Q4 2019 and has held it in 15 quarters since.
1776 Wealth's S&P Global position peaked at $559K in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.