AWA
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Aaron Wealth Advisors’s S&P Global SPGI Stock Holding History

Aaron Wealth Advisors’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 		$1.92M Buy
4,974
+751
+18% +$317K 0.1% 130
2026
Q1 		$1.8M Sell
4,223
-271
-6% -$126K 0.1% 123
2025
Q4 		$2.35M Buy
4,494
+748
+20% +$370K 0.13% 106
2025
Q3 		$1.82M Buy
3,746
+274
+8% +$147K 0.11% 120
2025
Q2 		$1.83M Buy
3,472
+42
+1% +$21K 0.19% 69
2025
Q1 		$1.74M Buy
3,430
+209
+6% +$107K 0.2% 70
2024
Q4 		$1.6M Buy
3,221
+43
+1% +$21.8K 0.19% 75
2024
Q3 		$1.64M Buy
3,178
+228
+8% +$113K 0.2% 71
2024
Q2 		$1.32M Buy
2,950
+226
+8% +$97K 0.18% 75
2024
Q1 		$1.16M Sell
2,724
-68
-2% -$29.5K 0.17% 79
2023
Q4 		$1.23M Buy
2,792
+47
+2% +$18.5K 0.2% 64
2023
Q3 		$1M Sell
2,745
-3
-0.1% -$1.18K 0.13% 87
2023
Q2 		$1.1M Buy
2,748
+234
+9% +$85.5K 0.14% 91
2023
Q1 		$867K Buy
2,514
+140
+6% +$49.3K 0.12% 100
2022
Q4 		$795K Buy
2,374
+1,293
+120% +$426K 0.12% 103
2022
Q3 		$330K Buy
1,081
+262
+32% +$93.7K 0.06% 160
2022
Q2 		$276K Sell
819
-14
-2% -$4.99K 0.07% 159
2022
Q1 		$342K Buy
833
+218
+35% +$88.8K 0.08% 144
2021
Q4 		$290K Buy
615
+67
+12% +$30.6K 0.08% 146
2021
Q3 		$232K Buy
548
+47
+9% +$20.4K 0.07% 143
2021
Q2 		$205K Buy
+501
New +$193K 0.07% 150

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's SPGI Position: Q2 2026 in Review

Aaron Wealth Advisors increased its S&P Global (SPGI) stake by 18% in Q2 2026, buying an estimated $317K and bringing the position to 4,974 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #130.

Aaron Wealth Advisors first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.35M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aaron Wealth Advisors held 4,974 shares of S&P Global worth $1.92M as of Q2 2026.
  • Aaron Wealth Advisors bought 751 S&P Global shares in Q2 2026, an estimated $317K.
  • S&P Global made up 0.1% of Aaron Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Aaron Wealth Advisors first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
  • Aaron Wealth Advisors's S&P Global position peaked at $2.35M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.