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

44 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
2026 Q1	$244K	Sell	575 -311	-35%	-$144K	0.09%	175
2025 Q4	$463K	Sell	886 -57	-6%	-$28.2K	0.16%	149
2025 Q3	$459K	Buy	943 +11	+1%	+$5.89K	0.16%	147
2025 Q2	$492K	Sell	932 -29	-3%	-$14.5K	0.17%	140
2025 Q1	$488K	Buy	961 +364	+61%	+$186K	0.18%	136
2024 Q4	$297K	Buy	597 +4	+0.7%	+$2.03K	0.11%	166
2024 Q3	$303K	Buy	+593	New	+$293K	0.11%	169
2023 Q2	$235K	Buy	587 +2	+0.3%	+$731	0.08%	154
2023 Q1	$202K	Buy	+585	New	+$206K	0.07%	172
2022 Q3	–	Sell	-610	Closed	-$206K	–	172
2022 Q2	$206K	Sell	610 -9	-1%	-$3.21K	0.08%	163
2022 Q1	$254K	Sell	619 -2	-0.3%	-$815	0.09%	150
2021 Q4	$293K	Buy	621 +1	+0.2%	+$457	0.1%	148
2021 Q3	$263K	Hold	620	–	–	0.1%	143
2021 Q2	$255K	Sell	620 -79	-11%	-$30.4K	0.1%	152
2021 Q1	$247K	Buy	699 +36	+5%	+$12K	0.1%	142
2020 Q4	$218K	Buy	+663	New	+$224K	0.1%	147

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

44 Wealth Management's SPGI Position: Q1 2026 in Review

44 Wealth Management reduced its S&P Global (SPGI) stake by 35% in Q1 2026, selling an estimated $144K and leaving 575 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #175.

44 Wealth Management first reported a position in SPGI in Q4 2020 and has held it in 16 quarters since. The position peaked at $492K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

44 Wealth Management held 575 shares of S&P Global worth $244K as of Q1 2026.
44 Wealth Management sold 311 S&P Global shares in Q1 2026, an estimated $144K.
S&P Global made up 0.09% of 44 Wealth Management's portfolio in Q1 2026, its #175 holding.
44 Wealth Management first reported a position in S&P Global in Q4 2020 and has held it in 16 quarters since.
44 Wealth Management's S&P Global position peaked at $492K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.