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Alaethes Wealth’s S&P Global SPGI Stock Holding History

Alaethes Wealth’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 		$1.96M Sell
4,598
-1
-0% -$464 0.56% 56
2025
Q4 		$2.4M Sell
4,599
-32
-0.7% -$15.8K 0.68% 43
2025
Q3 		$2.25M Buy
4,631
+270
+6% +$145K 0.64% 47
2025
Q2 		$2.3M Buy
4,361
+161
+4% +$80.4K 0.69% 47
2025
Q1 		$2.13M Buy
4,200
+126
+3% +$64.4K 0.78% 43
2024
Q4 		$2.03M Buy
+4,074
New +$2.07M 0.73% 45

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alaethes Wealth's SPGI Position: Q1 2026 in Review

Alaethes Wealth reduced its S&P Global (SPGI) stake by 0.02% in Q1 2026, selling an estimated $464 and leaving 4,598 shares worth $1.96M. The position accounts for 0.56% of the portfolio, ranked #56.

Alaethes Wealth first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Alaethes Wealth held 4,598 shares of S&P Global worth $1.96M as of Q1 2026.
  • Alaethes Wealth sold 1 S&P Global share in Q1 2026, an estimated $464.
  • S&P Global made up 0.56% of Alaethes Wealth's portfolio in Q1 2026, its #56 holding.
  • Alaethes Wealth first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Alaethes Wealth's S&P Global position peaked at $2.4M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.