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 Q2	$269K	Sell	660 -227	-26%	-$95.9K	0.12%	189
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 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

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

Ariadne Wealth Management reduced its S&P Global (SPGI) stake by 26% in Q2 2026, selling an estimated $95.9K and leaving 660 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #189.

Ariadne Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Ariadne Wealth Management held 660 shares of S&P Global worth $269K as of Q2 2026.
Ariadne Wealth Management sold 227 S&P Global shares in Q2 2026, an estimated $95.9K.
S&P Global made up 0.12% of Ariadne Wealth Management's portfolio in Q2 2026, its #189 holding.
Ariadne Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's S&P Global position peaked at $377K in Q1 2026.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.