Activest Wealth Management
SPGI icon

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

Activest 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
Q3 		$28.5K Buy
72
+53
+279% +$22.4K 0.01% 364
2026
Q2 		$7.74K Sell
19
-13
-41% -$5.49K ﹤0.01% 634
2026
Q1 		$13.6K Sell
32
-12
-27% -$5.57K ﹤0.01% 617
2025
Q4 		$23K Buy
44
+1
+2% +$495 ﹤0.01% 476
2025
Q3 		$20.9K Buy
43
+26
+153% +$13.9K ﹤0.01% 375
2025
Q2 		$8.96K Sell
17
-50
-75% -$25K ﹤0.01% 452
2025
Q1 		$34K Buy
67
+65
+3,250% +$33.2K 0.01% 226
2024
Q4 		$996 Buy
+2
New +$1.02K ﹤0.01% 465

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Activest Wealth Management's SPGI Position: Q3 2026 in Review

Activest Wealth Management increased its S&P Global (SPGI) stake by 279% in Q3 2026, buying an estimated $22.4K and bringing the position to 72 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #364.

Activest Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. The position peaked at $34K in Q1 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Activest Wealth Management held 72 shares of S&P Global worth $28.5K as of Q3 2026.
  • Activest Wealth Management bought 53 S&P Global shares in Q3 2026, an estimated $22.4K.
  • S&P Global made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #364 holding.
  • Activest Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's S&P Global position peaked at $34K in Q1 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.