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

Angeles 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 		$463K Sell
1,136
-26
-2% -$11K 0.02% 289
2026
Q1 		$494K Buy
1,162
+140
+14% +$65K 0.03% 234
2025
Q4 		$534K Buy
1,022
+330
+48% +$163K 0.03% 198
2025
Q3 		$337K Sell
692
-7
-1% -$3.75K 0.02% 242
2025
Q2 		$369K Buy
699
+134
+24% +$66.9K 0.03% 223
2025
Q1 		$287K Buy
565
+13
+2% +$6.64K 0.02% 223
2024
Q4 		$275K Buy
552
+70
+15% +$35.5K 0.02% 232
2024
Q3 		$249K Buy
+482
New +$239K 0.02% 233

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

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

Angeles Wealth Management reduced its S&P Global (SPGI) stake by 2.2% in Q2 2026, selling an estimated $11K and leaving 1,136 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #289.

Angeles Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $534K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Angeles Wealth Management held 1,136 shares of S&P Global worth $463K as of Q2 2026.
  • Angeles Wealth Management sold 26 S&P Global shares in Q2 2026, an estimated $11K.
  • S&P Global made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Angeles Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • Angeles Wealth Management's S&P Global position peaked at $534K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.