AWM
SPGI icon

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

Atticus 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 		– Sell
-388
Closed -$203K – 197
2025
Q4 		$203K Buy
+388
New +$192K 0.05% 198
2025
Q3 		– Sell
-326
Closed -$172K – 568
2025
Q2 		$172K Buy
326
+172
+112% +$85.8K 0.05% 181
2025
Q1 		$78.2K Hold
154
– – 0.03% 191
2024
Q4 		$76.7K Hold
154
– – 0.02% 192
2024
Q3 		$79.6K Hold
154
– – 0.03% 197
2024
Q2 		$68.7K Hold
154
– – 0.02% 206
2024
Q1 		$65.5K Hold
154
– – 0.02% 214
2023
Q4 		$67.8K Hold
154
– – 0.02% 212
2023
Q3 		$56.3K Hold
154
– – 0.02% 230
2023
Q2 		$61.7K Hold
154
– – 0.02% 239
2023
Q1 		$53.1K Hold
154
– – 0.02% 248
2022
Q4 		$51.6K Sell
154
-14
-8% -$4.62K 0.02% 248
2022
Q3 		$57K Hold
168
– – 0.03% 220
2022
Q2 		$57K Hold
168
– – 0.02% 240
2022
Q1 		$69K Buy
168
+45
+37% +$18.3K 0.03% 221
2021
Q4 		$58K Buy
123
+23
+23% +$10.5K 0.02% 212
2021
Q3 		$43K Sell
100
-14
-12% -$6.07K 0.02% 252
2021
Q2 		$47K Hold
114
– – 0.02% 234
2021
Q1 		$40K Buy
114
+8
+8% +$2.66K 0.02% 232
2020
Q4 		$35K Hold
106
– – 0.02% 233
2020
Q3 		$38K Sell
106
-200
-65% -$70.6K 0.02% 196
2020
Q2 		$101K Buy
306
+8
+3% +$2.41K 0.07% 130
2020
Q1 		$73K Buy
298
+9
+3% +$2.47K 0.06% 144
2019
Q4 		$79K Buy
+289
New +$75.1K 0.05% 146

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

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

Atticus Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 388 shares — an estimated $203K sold.

Atticus Wealth Management first reported a position in SPGI in Q4 2019 and held it in 24 quarters. The position peaked at $203K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Atticus Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 388 S&P Global shares in Q1 2026, an estimated $203K.
  • Atticus Wealth Management first reported a position in S&P Global in Q4 2019 and held it in 24 quarters.
  • Atticus Wealth Management's S&P Global position peaked at $203K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.