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

Ameliora 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	$415K	Buy	1,018 +11	+1%	+$4.64K	0.12%	81
2026 Q1	$428K	Sell	1,007 -82	-8%	-$38.1K	0.14%	75
2025 Q4	$569K	Buy	1,089 +64	+6%	+$31.7K	0.17%	66
2025 Q3	$499K	Buy	1,025 +89	+10%	+$47.7K	0.17%	67
2025 Q2	$494K	Sell	936 -450	-32%	-$225K	0.18%	68
2025 Q1	$704K	Buy	1,386 +60	+5%	+$30.7K	0.26%	49
2024 Q4	$660K	Hold	1,326	–	–	0.25%	51
2024 Q3	$685K	Buy	1,326 +81	+7%	+$40.1K	0.29%	44
2024 Q2	$555K	Hold	1,245	–	–	0.25%	55
2024 Q1	$530K	Hold	1,245	–	–	0.24%	57
2023 Q4	$548K	Buy	+1,245	New	+$491K	0.27%	55

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

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

Ameliora Wealth Management increased its S&P Global (SPGI) stake by 1.1% in Q2 2026, buying an estimated $4.64K and bringing the position to 1,018 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #81.

Ameliora Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $704K in Q1 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Ameliora Wealth Management held 1,018 shares of S&P Global worth $415K as of Q2 2026.
Ameliora Wealth Management bought 11 S&P Global shares in Q2 2026, an estimated $4.64K.
S&P Global made up 0.12% of Ameliora Wealth Management's portfolio in Q2 2026, its #81 holding.
Ameliora Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Ameliora Wealth Management's S&P Global position peaked at $704K in Q1 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.