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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
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 $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

Ashton Thomas Private Wealth's SPGI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its S&P Global (SPGI) stake by 20% in Q1 2026, buying an estimated $1.57M and bringing the position to 20,051 shares worth $8.53M. The position accounts for 0.2% of the portfolio, ranked #107.

Ashton Thomas Private Wealth first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.71M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ashton Thomas Private Wealth held 20,051 shares of S&P Global worth $8.53M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 3,377 S&P Global shares in Q1 2026, an estimated $1.57M.
  • S&P Global made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #107 holding.
  • Ashton Thomas Private Wealth first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's S&P Global position peaked at $8.71M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.