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

Ariadne 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
Q1 		$377K Buy
887
+227
+34% +$105K 0.17% 132
2025
Q4 		$262K Buy
660
+2
+0.3% +$990 0.11% 195
2025
Q3 		$331K Buy
658
+59
+10% +$31.6K 0.15% 151
2025
Q2 		$337K Sell
599
-106
-15% -$52.9K 0.16% 137
2025
Q1 		$358K Buy
705
+145
+26% +$74.1K 0.19% 119
2024
Q4 		$289K Sell
560
-5
-0.9% -$2.54K 0.13% 152
2024
Q3 		$281K Buy
+565
New +$280K 0.15% 141

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

Ariadne Wealth Management's SPGI Position: Q1 2026 in Review

Ariadne Wealth Management increased its S&P Global (SPGI) stake by 34% in Q1 2026, buying an estimated $105K and bringing the position to 887 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #132.

Ariadne Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ariadne Wealth Management held 887 shares of S&P Global worth $377K as of Q1 2026.
  • Ariadne Wealth Management bought 227 S&P Global shares in Q1 2026, an estimated $105K.
  • S&P Global made up 0.17% of Ariadne Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Ariadne Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.