Abundance Wealth Counselors’s S&P Global SPGI Stock Holding History

Abundance Wealth Counselors’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	$320K	Buy	785 +5	+0.6%	+$2.11K	0.02%	222
2026 Q1	$332K	Buy	+780	New	+$362K	0.05%	170
2024 Q2	–	Sell	-3,206	Closed	-$1.36M	–	135
2024 Q1	$1.36M	Buy	3,206 +98	+3%	+$42.5K	0.31%	58
2023 Q4	$1.37M	Sell	3,108 -4	-0.1%	-$1.58K	0.36%	52
2023 Q3	$1.14M	Sell	3,112 -232	-7%	-$91.2K	0.32%	55
2023 Q2	$1.34M	Sell	3,344 -61	-2%	-$22.3K	0.69%	24
2023 Q1	$1.17M	Sell	3,405 -615	-15%	-$216K	0.3%	54
2022 Q4	$1.35M	Buy	4,020 +143	+4%	+$47.1K	0.37%	47
2022 Q3	$1.18M	Buy	3,877 +5	+0.1%	+$1.79K	0.34%	46
2022 Q2	$1.3M	Buy	3,872 +225	+6%	+$80.2K	0.35%	41
2022 Q1	$1.5M	Buy	3,647 +185	+5%	+$75.3K	0.41%	41
2021 Q4	$1.63M	Sell	3,462 -14	-0.4%	-$6.4K	0.42%	34
2021 Q3	$1.48M	Buy	3,476 +16	+0.5%	+$6.93K	0.86%	15
2021 Q2	$1.42M	Buy	3,460 +368	+12%	+$141K	0.37%	37
2021 Q1	$1.09M	Buy	3,092 +285	+10%	+$94.8K	0.27%	36
2020 Q4	$923K	Buy	2,807 +498	+22%	+$168K	0.23%	40
2020 Q3	$833K	Buy	2,309 +236	+11%	+$83.3K	0.24%	37
2020 Q2	$683K	Buy	+2,073	New	+$623K	0.21%	38

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Abundance Wealth Counselors's SPGI Position: Q2 2026 in Review

Abundance Wealth Counselors increased its S&P Global (SPGI) stake by 0.64% in Q2 2026, buying an estimated $2.11K and bringing the position to 785 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #222.

Abundance Wealth Counselors first reported a position in SPGI in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.63M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Abundance Wealth Counselors held 785 shares of S&P Global worth $320K as of Q2 2026.
Abundance Wealth Counselors bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #222 holding.
Abundance Wealth Counselors first reported a position in S&P Global in Q2 2020 and has held it in 18 quarters since.
Abundance Wealth Counselors's S&P Global position peaked at $1.63M in Q4 2021.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.