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Berry Wealth Group’s S&P Global SPGI Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-846
Closed -$446K – 98
2025
Q2 		$446K Buy
846
+32
+4% +$16K 0.31% 45
2025
Q1 		$414K Buy
814
+1
+0.1% +$511 0.32% 46
2024
Q4 		$405K Buy
813
+57
+8% +$28.9K 0.29% 44
2024
Q3 		$391K Sell
756
-6
-0.8% -$2.97K 0.28% 45
2024
Q2 		$340K Buy
762
+81
+12% +$34.8K 0.27% 49
2024
Q1 		$290K Sell
681
-254
-27% -$110K 0.24% 52
2023
Q4 		$412K Buy
+935
New +$369K 0.38% 42

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berry Wealth Group's SPGI Position: Q3 2025 in Review

Berry Wealth Group sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 846 shares — an estimated $446K sold.

Berry Wealth Group first reported a position in SPGI in Q4 2023 and held it in 7 quarters. The position peaked at $446K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Berry Wealth Group reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 846 S&P Global shares in Q3 2025, an estimated $446K.
  • Berry Wealth Group first reported a position in S&P Global in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's S&P Global position peaked at $446K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.