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

Beaird Harris 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 		$8.15K Hold
20
– – ﹤0.01% 410
2026
Q1 		$8.51K Hold
20
– – ﹤0.01% 377
2025
Q4 		$10.5K Hold
20
– – ﹤0.01% 394
2025
Q3 		$9.73K Buy
20
+2
+11% +$1.07K ﹤0.01% 389
2025
Q2 		$9.49K Buy
18
+4
+29% +$2K ﹤0.01% 384
2025
Q1 		$7.11K Sell
14
-14
-50% -$7.15K ﹤0.01% 362
2024
Q4 		$13.9K Hold
28
– – ﹤0.01% 333
2024
Q3 		$14.5K Hold
28
– – ﹤0.01% 313
2024
Q2 		$12.7K Buy
28
+7
+33% +$3K ﹤0.01% 350
2024
Q1 		$8.94K Sell
21
-30
-59% -$13K ﹤0.01% 334
2023
Q4 		$22.5K Buy
+51
New +$20.1K ﹤0.01% 249
2022
Q2 		– Sell
-36
Closed -$15K – 580
2022
Q1 		$15K Buy
+36
New +$14.7K 0.01% 282

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

Beaird Harris Wealth Management's SPGI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 20 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Beaird Harris Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 12 quarters since. The position peaked at $22.5K in Q4 2023. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Beaird Harris Wealth Management held 20 shares of S&P Global worth $8.15K as of Q2 2026.
  • Beaird Harris Wealth Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Beaird Harris Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 12 quarters since.
  • Beaird Harris Wealth Management's S&P Global position peaked at $22.5K in Q4 2023.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.