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1858 Wealth Management’s S&P Global SPGI Stock Holding History

1858 Wealth Management’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
2025
Q3 		$241K Sell
496
-8
-2% -$4.28K 0.17% 94
2025
Q2 		$266K Buy
504
+100
+25% +$49.9K 0.2% 92
2025
Q1 		$205K Hold
404
– – 0.17% 112
2024
Q4 		$201K Hold
404
– – 0.16% 120
2024
Q3 		$209K Buy
+404
New +$200K 0.17% 117

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's SPGI Position: Q3 2025 in Review

1858 Wealth Management reduced its S&P Global (SPGI) stake by 1.6% in Q3 2025, selling an estimated $4.28K and leaving 496 shares worth $241K. The position accounts for 0.17% of the portfolio, ranked #94.

1858 Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $266K in Q2 2025. 2,053 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • 1858 Wealth Management held 496 shares of S&P Global worth $241K as of Q3 2025.
  • 1858 Wealth Management sold 8 S&P Global shares in Q3 2025, an estimated $4.28K.
  • S&P Global made up 0.17% of 1858 Wealth Management's portfolio in Q3 2025, its #94 holding.
  • 1858 Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
  • 1858 Wealth Management's S&P Global position peaked at $266K in Q2 2025.
  • 2,053 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.