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

Abound 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
Q2 		$8.12K Sell
20
-37
-65% -$15.6K ﹤0.01% 514
2026
Q1 		$24.2K Sell
57
-4
-7% -$1.86K 0.01% 356
2025
Q4 		$32K Hold
61
– – 0.01% 288
2025
Q3 		$29.8K Hold
61
– – 0.01% 287
2025
Q2 		$32.3K Sell
61
-9
-13% -$4.49K 0.01% 264
2025
Q1 		$35.7K Hold
70
– – 0.01% 233
2024
Q4 		$35K Buy
70
+1
+1% +$507 0.01% 214
2024
Q3 		$35.8K Buy
69
+10
+17% +$4.95K 0.01% 218
2024
Q2 		$26.4K Buy
59
+1
+2% +$429 0.01% 222
2024
Q1 		$24.8K Buy
58
+3
+5% +$1.3K 0.01% 211
2023
Q4 		$24.3K Sell
55
-9
-14% -$3.55K 0.01% 226
2023
Q3 		$23.4K Buy
64
+4
+7% +$1.57K 0.01% 200
2023
Q2 		$24.1K Buy
60
+14
+30% +$5.12K 0.01% 195
2023
Q1 		$15.9K Buy
46
+12
+35% +$4.22K 0.01% 235
2022
Q4 		$11.4K Sell
34
-39
-53% -$12.9K 0.01% 246
2022
Q3 		$22.3K Buy
+73
New +$26.1K 0.01% 177

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

Abound Wealth Management's SPGI Position: Q2 2026 in Review

Abound Wealth Management reduced its S&P Global (SPGI) stake by 65% in Q2 2026, selling an estimated $15.6K and leaving 20 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Abound Wealth Management first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $35.8K in Q3 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Abound Wealth Management held 20 shares of S&P Global worth $8.12K as of Q2 2026.
  • Abound Wealth Management sold 37 S&P Global shares in Q2 2026, an estimated $15.6K.
  • S&P Global made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Abound Wealth Management first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's S&P Global position peaked at $35.8K in Q3 2024.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.