ATPW
SPGI icon

Ashton Thomas Private Wealth’s S&P Global SPGI Stock Holding History

Ashton Thomas Private 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
Q2 		$8.37M Buy
20,563
+512
+3% +$216K 0.17% 128
2026
Q1 		$8.53M Buy
20,051
+3,377
+20% +$1.57M 0.2% 107
2025
Q4 		$8.71M Buy
16,674
+987
+6% +$488K 0.21% 102
2025
Q3 		$7.64M Buy
15,687
+218
+1% +$117K 0.2% 119
2025
Q2 		$8.16M Buy
15,469
+1,116
+8% +$557K 0.29% 79
2025
Q1 		$7.29M Buy
14,353
+690
+5% +$353K 0.28% 87
2024
Q4 		$6.8M Buy
13,663
+555
+4% +$282K 0.26% 90
2024
Q3 		$6.77M Sell
13,108
-1,394
-10% -$690K 0.36% 70
2024
Q2 		$6.47M Sell
14,502
-36
-0.2% -$15.4K 0.35% 72
2024
Q1 		$6.19M Buy
14,538
+80
+0.6% +$34.7K 0.35% 79
2023
Q4 		$6.37M Buy
14,458
+249
+2% +$98.3K 0.4% 71
2023
Q3 		$5.19M Buy
14,209
+1,343
+10% +$528K 0.38% 67
2023
Q2 		$5.16M Buy
12,866
+1,994
+18% +$729K 0.39% 64
2023
Q1 		$3.75M Buy
10,872
+825
+8% +$290K 0.33% 78
2022
Q4 		$3.37M Sell
10,047
-152
-1% -$50.1K 0.33% 82
2022
Q3 		$3.11M Sell
10,199
-269
-3% -$96.2K 0.35% 78
2022
Q2 		$3.53M Sell
10,468
-1,920
-15% -$684K 0.38% 72
2022
Q1 		$5.08M Buy
12,388
+786
+7% +$320K 0.44% 62
2021
Q4 		$5.48M Sell
11,602
-23
-0.2% -$10.5K 0.53% 42
2021
Q3 		$4.94M Buy
11,625
+9,817
+543% +$4.25M 0.71% 32
2021
Q2 		$742K Buy
1,808
+21
+1% +$8.07K 0.11% 199
2021
Q1 		$631K Sell
1,787
-43
-2% -$14.3K 0.11% 205
2020
Q4 		$602K Buy
1,830
+332
+22% +$112K 0.11% 213
2020
Q3 		$540K Buy
1,498
+86
+6% +$30.3K 0.14% 171
2020
Q2 		$465K Buy
1,412
+330
+30% +$99.2K 0.14% 165
2020
Q1 		$265K Buy
+1,082
New +$297K 0.11% 181

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

Ashton Thomas Private Wealth's SPGI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its S&P Global (SPGI) stake by 2.6% in Q2 2026, buying an estimated $216K and bringing the position to 20,563 shares worth $8.37M. The position accounts for 0.17% of the portfolio, ranked #128.

Ashton Thomas Private Wealth first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.71M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ashton Thomas Private Wealth held 20,563 shares of S&P Global worth $8.37M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 512 S&P Global shares in Q2 2026, an estimated $216K.
  • S&P Global made up 0.17% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Ashton Thomas Private Wealth first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Ashton Thomas Private Wealth's S&P Global position peaked at $8.71M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.